401k Plan data: NANCY J. YEE, A PROFESSIONAL DENTAL CORPORATION DEFINED BENEFIT PLAN plan

NANCY J. YEE, A PROFESSIONAL DENTAL CORPORATION DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	NANCY J. YEE, A PROFESSIONAL DENTAL CORPORATION DEFINED BENEFIT PLAN
Plan identification number	002

NANCY J. YEE, A PROFESSIONAL DENTAL CORPORATION DEFINED BENEFIT PLAN 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).
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

NANCY J. YEE, A PROFESSIONAL DENTAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: NANCY J. YEE, A PROFESSIONAL DENTAL CORPORATION

Employer identification number (EIN): 954470124

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NANCY J. YEE, A PROFESSIONAL DENTAL CORPORATION DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 NANCY J. YEE 2024-10-14
002 2022-01-01 NANCY J. YEE 2023-10-13
002 2021-01-01 NANCY J. YEE 2022-10-17
002 2020-01-01 NANCY J. YEE 2021-10-12
002 2019-01-01 NANCY J. YEE 2020-10-07
002 2018-01-01 NANCY J. YEE 2019-10-10
002 2017-01-01 NANCY J. YEE 2018-10-12
002 2016-01-01 NANCY J. YEE 2017-10-14
002 2015-01-01 NANCY J. YEE 2016-10-10
002 2014-01-01 NANCY J. YEE 2016-10-10
002 2014-01-01 NANCY J. YEE 2015-09-28
002 2013-01-01 NANCY J. YEE 2014-10-06
002 2012-01-01 NANCY J. YEE 2013-10-01
002 2011-01-01 NANCY J. YEE 2012-10-08

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	NANCY J. YEE	2024-10-14
002	2022-01-01	NANCY J. YEE	2023-10-13
002	2021-01-01	NANCY J. YEE	2022-10-17
002	2020-01-01	NANCY J. YEE	2021-10-12
002	2019-01-01	NANCY J. YEE	2020-10-07
002	2018-01-01	NANCY J. YEE	2019-10-10
002	2017-01-01	NANCY J. YEE	2018-10-12
002	2016-01-01	NANCY J. YEE	2017-10-14
002	2015-01-01	NANCY J. YEE	2016-10-10
002	2014-01-01	NANCY J. YEE	2016-10-10
002	2014-01-01	NANCY J. YEE	2015-09-28
002	2013-01-01	NANCY J. YEE	2014-10-06
002	2012-01-01	NANCY J. YEE	2013-10-01
002	2011-01-01	NANCY J. YEE	2012-10-08

Plan Statistics for NANCY J. YEE, A PROFESSIONAL DENTAL CORPORATION DEFINED BENEFIT PLAN

401k plan membership statisitcs for NANCY J. YEE, A PROFESSIONAL DENTAL CORPORATION DEFINED BENEFIT PLAN

Measure Date Value
2022: NANCY J. YEE, A PROFESSIONAL DENTAL CORPORATION DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets 2022-12-31 2,559,193
Acturial value of plan assets 2022-12-31 2,559,193
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 2
Fundng target for terminated vested participants 2022-12-31 37,464
Active participant vested funding target 2022-12-31 1,763,046
Number of active participants 2022-12-31 7
Total funding liabilities for active participants 2022-12-31 1,763,046
Total participant count 2022-12-31 9
Total funding target for all participants 2022-12-31 1,800,510
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 0
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 0
Present value of excess contributions 2022-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
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 0
Total employer contributions 2022-12-31 0
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 0
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
Waiver amortization installment 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 0
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2020: NANCY J. YEE, A PROFESSIONAL DENTAL CORPORATION DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets 2020-12-31 1,976,341
Acturial value of plan assets 2020-12-31 1,976,341
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 1
Fundng target for terminated vested participants 2020-12-31 1,954
Active participant vested funding target 2020-12-31 1,919,931
Number of active participants 2020-12-31 5
Total funding liabilities for active participants 2020-12-31 1,922,412
Total participant count 2020-12-31 6
Total funding target for all participants 2020-12-31 1,924,366
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 2020-12-31 504
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 526
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 0
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 0
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
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 0
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: NANCY J. YEE, A PROFESSIONAL DENTAL CORPORATION DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,577,344
Acturial value of plan assets 2019-12-31 1,577,344
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 3
Fundng target for terminated vested participants 2019-12-31 3,875
Active participant vested funding target 2019-12-31 1,584,213
Number of active participants 2019-12-31 4
Total funding liabilities for active participants 2019-12-31 1,586,157
Total participant count 2019-12-31 7
Total funding target for all participants 2019-12-31 1,590,032
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
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 3,011
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 3,149
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 15,641
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 14,007
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 0
Net shortfall amortization installment of oustanding balance 2019-12-31 12,688
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 13,503
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 13,503
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 14,007
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: NANCY J. YEE, A PROFESSIONAL DENTAL CORPORATION DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,400,973
Acturial value of plan assets 2018-12-31 1,400,973
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 2,971
Active participant vested funding target 2018-12-31 1,419,858
Number of active participants 2018-12-31 5
Total funding liabilities for active participants 2018-12-31 1,421,424
Total participant count 2018-12-31 7
Total funding target for all participants 2018-12-31 1,424,395
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 932
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 987
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 241,782
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 2018-12-31 218,532
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 2018-12-31 202,463
Net shortfall amortization installment of oustanding balance 2018-12-31 23,422
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 215,521
Additional cash requirement 2018-12-31 215,521
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 218,532
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: NANCY J. YEE, A PROFESSIONAL DENTAL CORPORATION DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets 2017-12-31 995,121
Acturial value of plan assets 2017-12-31 995,121
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 1
Fundng target for terminated vested participants 2017-12-31 1,263
Active participant vested funding target 2017-12-31 1,328,074
Number of active participants 2017-12-31 6
Total funding liabilities for active participants 2017-12-31 1,328,284
Total participant count 2017-12-31 7
Total funding target for all participants 2017-12-31 1,329,547
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 4,334
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 4,571
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 317,479
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 2017-12-31 279,260
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 2017-12-31 221,116
Net shortfall amortization installment of oustanding balance 2017-12-31 334,426
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 278,328
Additional cash requirement 2017-12-31 278,328
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 279,260
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: NANCY J. YEE, A PROFESSIONAL DENTAL CORPORATION DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets 2016-12-31 741,692
Acturial value of plan assets 2016-12-31 741,692
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 1
Fundng target for terminated vested participants 2016-12-31 897
Active participant vested funding target 2016-12-31 663,479
Number of active participants 2016-12-31 6
Total funding liabilities for active participants 2016-12-31 829,348
Total participant count 2016-12-31 7
Total funding target for all participants 2016-12-31 830,245
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 10,508
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 11,078
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 254,890
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 2016-12-31 227,007
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 2016-12-31 207,555
Net shortfall amortization installment of oustanding balance 2016-12-31 88,553
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 222,673
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 2016-12-31 222,673
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 227,007
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: NANCY J. YEE, A PROFESSIONAL DENTAL CORPORATION DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets	2022-12-31	2,559,193
Acturial value of plan assets	2022-12-31	2,559,193
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	2
Fundng target for terminated vested participants	2022-12-31	37,464
Active participant vested funding target	2022-12-31	1,763,046
Number of active participants	2022-12-31	7
Total funding liabilities for active participants	2022-12-31	1,763,046
Total participant count	2022-12-31	9
Total funding target for all participants	2022-12-31	1,800,510
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	0
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	0
Present value of excess contributions	2022-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
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	0
Total employer contributions	2022-12-31	0
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	0
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
Waiver amortization installment	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	0
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2020: NANCY J. YEE, A PROFESSIONAL DENTAL CORPORATION DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets	2020-12-31	1,976,341
Acturial value of plan assets	2020-12-31	1,976,341
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	1
Fundng target for terminated vested participants	2020-12-31	1,954
Active participant vested funding target	2020-12-31	1,919,931
Number of active participants	2020-12-31	5
Total funding liabilities for active participants	2020-12-31	1,922,412
Total participant count	2020-12-31	6
Total funding target for all participants	2020-12-31	1,924,366
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	504
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	526
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	0
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	0
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
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	0
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: NANCY J. YEE, A PROFESSIONAL DENTAL CORPORATION DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,577,344
Acturial value of plan assets	2019-12-31	1,577,344
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	3
Fundng target for terminated vested participants	2019-12-31	3,875
Active participant vested funding target	2019-12-31	1,584,213
Number of active participants	2019-12-31	4
Total funding liabilities for active participants	2019-12-31	1,586,157
Total participant count	2019-12-31	7
Total funding target for all participants	2019-12-31	1,590,032
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
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	3,011
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	3,149
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	15,641
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	14,007
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	0
Net shortfall amortization installment of oustanding balance	2019-12-31	12,688
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	13,503
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	13,503
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	14,007
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: NANCY J. YEE, A PROFESSIONAL DENTAL CORPORATION DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,400,973
Acturial value of plan assets	2018-12-31	1,400,973
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	2,971
Active participant vested funding target	2018-12-31	1,419,858
Number of active participants	2018-12-31	5
Total funding liabilities for active participants	2018-12-31	1,421,424
Total participant count	2018-12-31	7
Total funding target for all participants	2018-12-31	1,424,395
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	932
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	987
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	241,782
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	218,532
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	202,463
Net shortfall amortization installment of oustanding balance	2018-12-31	23,422
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	215,521
Additional cash requirement	2018-12-31	215,521
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	218,532
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: NANCY J. YEE, A PROFESSIONAL DENTAL CORPORATION DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	995,121
Acturial value of plan assets	2017-12-31	995,121
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	1
Fundng target for terminated vested participants	2017-12-31	1,263
Active participant vested funding target	2017-12-31	1,328,074
Number of active participants	2017-12-31	6
Total funding liabilities for active participants	2017-12-31	1,328,284
Total participant count	2017-12-31	7
Total funding target for all participants	2017-12-31	1,329,547
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	4,334
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	4,571
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	317,479
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	279,260
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	221,116
Net shortfall amortization installment of oustanding balance	2017-12-31	334,426
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	278,328
Additional cash requirement	2017-12-31	278,328
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	279,260
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: NANCY J. YEE, A PROFESSIONAL DENTAL CORPORATION DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	741,692
Acturial value of plan assets	2016-12-31	741,692
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	1
Fundng target for terminated vested participants	2016-12-31	897
Active participant vested funding target	2016-12-31	663,479
Number of active participants	2016-12-31	6
Total funding liabilities for active participants	2016-12-31	829,348
Total participant count	2016-12-31	7
Total funding target for all participants	2016-12-31	830,245
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	10,508
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	11,078
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	254,890
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	227,007
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	207,555
Net shortfall amortization installment of oustanding balance	2016-12-31	88,553
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	222,673
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	222,673
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	227,007
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:	NANCY J. YEE, A PROFESSIONAL DENTAL CORPORATION
Employer identification number (EIN):	954470124
NAIC Classification:	621210
NAIC Description:	Offices of Dentists