401k Plan data: JILL J. BRUNO,DMD, MSED, LLC DEFINED BENEFIT PLAN plan

JILL J. BRUNO,DMD, MSED, LLC DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	JILL J. BRUNO,DMD, MSED, LLC DEFINED BENEFIT PLAN
Plan identification number	001

JILL J. BRUNO,DMD, MSED, LLC 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

JILL J. BRUNO, DMD, MSED, LLC has sponsored the creation of one or more 401k plans.

Company Name: JILL J. BRUNO, DMD, MSED, LLC

Employer identification number (EIN): 201285505

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JILL J. BRUNO,DMD, MSED, LLC DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 ERIC HANSON 2024-07-10
001 2022-01-01 CHAD CARROLL 2023-10-13
001 2021-01-01 JILL J. BRUNO 2022-10-06
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01 JILL J. BRUNO, DMD, MSED 2016-10-07
001 2014-01-01 JILL J. BRUNO, DMD, MSED 2015-07-15
001 2013-01-01 JILL J. BRUNO, DMD, MSED 2014-10-07
001 2012-01-01 RUSSELL SNOW, EA, CPC, MSPA 2013-10-11
001 2011-01-01 RUSSELL J. SNOW, EA, CPC, MSPA
001 2010-01-01 RUSSELL J. SNOW, EA, CPC, MSPA 2011-10-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	ERIC HANSON	2024-07-10
001	2022-01-01	CHAD CARROLL	2023-10-13
001	2021-01-01	JILL J. BRUNO	2022-10-06
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01	JILL J. BRUNO, DMD, MSED	2016-10-07
001	2014-01-01	JILL J. BRUNO, DMD, MSED	2015-07-15
001	2013-01-01	JILL J. BRUNO, DMD, MSED	2014-10-07
001	2012-01-01	RUSSELL SNOW, EA, CPC, MSPA	2013-10-11
001	2011-01-01	RUSSELL J. SNOW, EA, CPC, MSPA
001	2010-01-01	RUSSELL J. SNOW, EA, CPC, MSPA	2011-10-13

Plan Statistics for JILL J. BRUNO,DMD, MSED, LLC DEFINED BENEFIT PLAN

401k plan membership statisitcs for JILL J. BRUNO,DMD, MSED, LLC DEFINED BENEFIT PLAN

Measure Date Value
2022: JILL J. BRUNO,DMD, MSED, LLC DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets 2022-12-31 2,325,357
Acturial value of plan assets 2022-12-31 2,325,357
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 6
Fundng target for terminated vested participants 2022-12-31 24,925
Active participant vested funding target 2022-12-31 2,064,958
Number of active participants 2022-12-31 2
Total funding liabilities for active participants 2022-12-31 2,064,958
Total participant count 2022-12-31 8
Total funding target for all participants 2022-12-31 2,089,883
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 2022-12-31 141,995
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 141,995
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
Total funding amount beforereflecting carryover/prefunding balances 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
2021: JILL J. BRUNO,DMD, MSED, LLC DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets 2021-12-31 2,450,724
Acturial value of plan assets 2021-12-31 2,450,724
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 8
Fundng target for terminated vested participants 2021-12-31 40,412
Active participant vested funding target 2021-12-31 1,897,967
Number of active participants 2021-12-31 2
Total funding liabilities for active participants 2021-12-31 1,898,961
Total participant count 2021-12-31 10
Total funding target for all participants 2021-12-31 1,939,373
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 0
Present value of excess contributions 2021-12-31 350,283
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 350,283
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 0
Total employer contributions 2021-12-31 146,100
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 2021-12-31 141,995
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
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 0
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 141,995
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: JILL J. BRUNO,DMD, MSED, LLC DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets 2020-12-31 1,928,799
Acturial value of plan assets 2020-12-31 1,928,799
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 84,882
Active participant vested funding target 2020-12-31 1,772,944
Number of active participants 2020-12-31 4
Total funding liabilities for active participants 2020-12-31 1,774,740
Total participant count 2020-12-31 14
Total funding target for all participants 2020-12-31 1,859,622
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 2020-12-31 163
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 163
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 2020-12-31 357,766
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 2020-12-31 350,283
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
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 0
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 350,283
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: JILL J. BRUNO,DMD, MSED, LLC DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,573,760
Acturial value of plan assets 2019-12-31 1,573,760
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 5
Fundng target for terminated vested participants 2019-12-31 18,816
Active participant vested funding target 2019-12-31 1,579,925
Number of active participants 2019-12-31 8
Total funding liabilities for active participants 2019-12-31 1,587,680
Total participant count 2019-12-31 13
Total funding target for all participants 2019-12-31 1,606,496
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 0
Present value of excess contributions 2019-12-31 6,488
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 6,488
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 2019-12-31 214,997
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 2019-12-31 200,454
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 2019-12-31 191,745
Net shortfall amortization installment of oustanding balance 2019-12-31 32,736
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 200,291
Additional cash requirement 2019-12-31 200,291
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 200,454
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: JILL J. BRUNO,DMD, MSED, LLC DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,155,608
Acturial value of plan assets 2018-12-31 1,155,608
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 4
Fundng target for terminated vested participants 2018-12-31 13,089
Active participant vested funding target 2018-12-31 1,295,803
Number of active participants 2018-12-31 9
Total funding liabilities for active participants 2018-12-31 1,310,001
Total participant count 2018-12-31 13
Total funding target for all participants 2018-12-31 1,323,090
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
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 0
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 17,255
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 17,255
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 2018-12-31 214,995
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 2018-12-31 209,592
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 2018-12-31 175,954
Net shortfall amortization installment of oustanding balance 2018-12-31 166,311
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 203,104
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 2018-12-31 203,104
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 209,592
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: JILL J. BRUNO,DMD, MSED, LLC DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,115,109
Acturial value of plan assets 2017-12-31 1,115,109
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 4
Fundng target for terminated vested participants 2017-12-31 11,423
Active participant vested funding target 2017-12-31 1,042,150
Number of active participants 2017-12-31 7
Total funding liabilities for active participants 2017-12-31 1,054,174
Total participant count 2017-12-31 11
Total funding target for all participants 2017-12-31 1,065,597
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 2017-12-31 588
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 588
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 2017-12-31 127,928
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 2017-12-31 124,636
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 2017-12-31 156,893
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 107,381
Additional cash requirement 2017-12-31 107,381
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 124,636
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: JILL J. BRUNO,DMD, MSED, LLC DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets 2016-12-31 871,214
Acturial value of plan assets 2016-12-31 871,214
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 3
Fundng target for terminated vested participants 2016-12-31 8,483
Active participant vested funding target 2016-12-31 826,594
Number of active participants 2016-12-31 6
Total funding liabilities for active participants 2016-12-31 835,677
Total participant count 2016-12-31 9
Total funding target for all participants 2016-12-31 844,160
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 14,127
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 14,127
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 2016-12-31 119,643
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 2016-12-31 117,303
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 2016-12-31 143,769
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 2016-12-31 116,715
Additional cash requirement 2016-12-31 116,715
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 117,303
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
2011: JILL J. BRUNO,DMD, MSED, LLC DEFINED BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 5
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2022: JILL J. BRUNO,DMD, MSED, LLC DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets	2022-12-31	2,325,357
Acturial value of plan assets	2022-12-31	2,325,357
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	6
Fundng target for terminated vested participants	2022-12-31	24,925
Active participant vested funding target	2022-12-31	2,064,958
Number of active participants	2022-12-31	2
Total funding liabilities for active participants	2022-12-31	2,064,958
Total participant count	2022-12-31	8
Total funding target for all participants	2022-12-31	2,089,883
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	141,995
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	141,995
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
Total funding amount beforereflecting carryover/prefunding balances	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
2021: JILL J. BRUNO,DMD, MSED, LLC DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets	2021-12-31	2,450,724
Acturial value of plan assets	2021-12-31	2,450,724
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	8
Fundng target for terminated vested participants	2021-12-31	40,412
Active participant vested funding target	2021-12-31	1,897,967
Number of active participants	2021-12-31	2
Total funding liabilities for active participants	2021-12-31	1,898,961
Total participant count	2021-12-31	10
Total funding target for all participants	2021-12-31	1,939,373
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	0
Present value of excess contributions	2021-12-31	350,283
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	350,283
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	146,100
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	141,995
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
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	141,995
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: JILL J. BRUNO,DMD, MSED, LLC DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets	2020-12-31	1,928,799
Acturial value of plan assets	2020-12-31	1,928,799
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	84,882
Active participant vested funding target	2020-12-31	1,772,944
Number of active participants	2020-12-31	4
Total funding liabilities for active participants	2020-12-31	1,774,740
Total participant count	2020-12-31	14
Total funding target for all participants	2020-12-31	1,859,622
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	163
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	163
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	357,766
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	350,283
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
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	350,283
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: JILL J. BRUNO,DMD, MSED, LLC DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,573,760
Acturial value of plan assets	2019-12-31	1,573,760
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	5
Fundng target for terminated vested participants	2019-12-31	18,816
Active participant vested funding target	2019-12-31	1,579,925
Number of active participants	2019-12-31	8
Total funding liabilities for active participants	2019-12-31	1,587,680
Total participant count	2019-12-31	13
Total funding target for all participants	2019-12-31	1,606,496
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	6,488
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	6,488
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	214,997
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	200,454
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	191,745
Net shortfall amortization installment of oustanding balance	2019-12-31	32,736
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	200,291
Additional cash requirement	2019-12-31	200,291
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	200,454
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: JILL J. BRUNO,DMD, MSED, LLC DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,155,608
Acturial value of plan assets	2018-12-31	1,155,608
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	4
Fundng target for terminated vested participants	2018-12-31	13,089
Active participant vested funding target	2018-12-31	1,295,803
Number of active participants	2018-12-31	9
Total funding liabilities for active participants	2018-12-31	1,310,001
Total participant count	2018-12-31	13
Total funding target for all participants	2018-12-31	1,323,090
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
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	0
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	17,255
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	17,255
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	214,995
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	209,592
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	175,954
Net shortfall amortization installment of oustanding balance	2018-12-31	166,311
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	203,104
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	203,104
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	209,592
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: JILL J. BRUNO,DMD, MSED, LLC DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,115,109
Acturial value of plan assets	2017-12-31	1,115,109
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	4
Fundng target for terminated vested participants	2017-12-31	11,423
Active participant vested funding target	2017-12-31	1,042,150
Number of active participants	2017-12-31	7
Total funding liabilities for active participants	2017-12-31	1,054,174
Total participant count	2017-12-31	11
Total funding target for all participants	2017-12-31	1,065,597
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	588
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	588
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	127,928
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	124,636
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	156,893
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	107,381
Additional cash requirement	2017-12-31	107,381
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	124,636
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: JILL J. BRUNO,DMD, MSED, LLC DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	871,214
Acturial value of plan assets	2016-12-31	871,214
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	3
Fundng target for terminated vested participants	2016-12-31	8,483
Active participant vested funding target	2016-12-31	826,594
Number of active participants	2016-12-31	6
Total funding liabilities for active participants	2016-12-31	835,677
Total participant count	2016-12-31	9
Total funding target for all participants	2016-12-31	844,160
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	14,127
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	14,127
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	119,643
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	117,303
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	143,769
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	116,715
Additional cash requirement	2016-12-31	116,715
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	117,303
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
2011: JILL J. BRUNO,DMD, MSED, LLC DEFINED BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	5
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on JILL J. BRUNO,DMD, MSED, LLC DEFINED BENEFIT PLAN

Measure	Date	Value
2011 : JILL J. BRUNO,DMD, MSED, LLC DEFINED BENEFIT PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$169,178
Expenses. Total of all expenses incurred	2011-12-31	$0
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$315,837
Total plan assets at beginning of year	2011-12-31	$146,659
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-8,018
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$169,178
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$315,837
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$146,659
Total contributions received or receivable from employer(s)	2011-12-31	$177,196
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0

Form 5500 Responses for JILL J. BRUNO,DMD, MSED, LLC DEFINED BENEFIT PLAN

2011: JILL J. BRUNO,DMD, MSED, LLC DEFINED BENEFIT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )

Policy contract number

VARIOUS

Policy instance

Insurance contract or identification number	VARIOUS
Number of Individuals Covered	2
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $2,966
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Potentially related plans

JILL J. GILLHOOLEY, DDS, PLLC 401(K) PLAN [EIN = 272881875]

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Company Name:	JILL J. BRUNO, DMD, MSED, LLC
Employer identification number (EIN):	201285505
NAIC Classification:	621210
NAIC Description:	Offices of Dentists