401k Plan data: VALLEY ENDODONTICS, PLC CASH BALANCE PENSION PLAN plan

VALLEY ENDODONTICS, PLC CASH BALANCE PENSION PLAN 401k Plan overview

Plan Name	VALLEY ENDODONTICS, PLC CASH BALANCE PENSION PLAN
Plan identification number	002

VALLEY ENDODONTICS, PLC CASH BALANCE PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
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

VALLEY ENDODONTICS, PLC has sponsored the creation of one or more 401k plans.

Company Name: VALLEY ENDODONTICS, PLC

Employer identification number (EIN): 202672145

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Additional information about VALLEY ENDODONTICS, PLC

Jurisdiction of Incorporation: Virginia Secretary of State

Incorporation Date: 2005-03-29

Company Identification Number: S149603

Legal Registered Office Address: 1880 COUNTRY CLUB RD

HARRISONBURG
United States of America (USA)
22802

More information about VALLEY ENDODONTICS, PLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VALLEY ENDODONTICS, PLC CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 DAVID KENEE 2024-09-16
002 2022-01-01 DAVID KENEE 2023-07-25
002 2021-01-01 DAVID KENEE 2022-10-06
002 2020-01-01 DAVID KENEE 2021-10-13
002 2019-01-01 DAVID KENEE 2020-10-06
002 2018-01-01 DAVID KENEE 2019-08-07
002 2017-01-01 DAVID KENEE 2018-09-11
002 2016-01-01 DAVID KENEE 2017-07-17
002 2015-01-01 DAVID KENEE 2016-06-15
002 2014-01-01 DAVID KENEE 2015-07-13
002 2013-01-01 DAVID KENEE 2014-10-13
002 2012-01-01 DAVID KENEE 2013-09-18
002 2011-01-01 DAVID KENEE 2012-09-28
002 2010-01-01 DAVID KENEE 2011-09-23

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	DAVID KENEE	2024-09-16
002	2022-01-01	DAVID KENEE	2023-07-25
002	2021-01-01	DAVID KENEE	2022-10-06
002	2020-01-01	DAVID KENEE	2021-10-13
002	2019-01-01	DAVID KENEE	2020-10-06
002	2018-01-01	DAVID KENEE	2019-08-07
002	2017-01-01	DAVID KENEE	2018-09-11
002	2016-01-01	DAVID KENEE	2017-07-17
002	2015-01-01	DAVID KENEE	2016-06-15
002	2014-01-01	DAVID KENEE	2015-07-13
002	2013-01-01	DAVID KENEE	2014-10-13
002	2012-01-01	DAVID KENEE	2013-09-18
002	2011-01-01	DAVID KENEE	2012-09-28
002	2010-01-01	DAVID KENEE	2011-09-23

Plan Statistics for VALLEY ENDODONTICS, PLC CASH BALANCE PENSION PLAN

401k plan membership statisitcs for VALLEY ENDODONTICS, PLC CASH BALANCE PENSION PLAN

Measure Date Value
2022: VALLEY ENDODONTICS, PLC CASH BALANCE PENSION PLAN 2022 401k membership
Market value of plan assets 2022-12-31 4,493,386
Acturial value of plan assets 2022-12-31 4,493,386
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 0
Fundng target for terminated vested participants 2022-12-31 0
Active participant vested funding target 2022-12-31 3,074,666
Number of active participants 2022-12-31 9
Total funding liabilities for active participants 2022-12-31 3,074,666
Total participant count 2022-12-31 9
Total funding target for all participants 2022-12-31 3,074,666
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 381,441
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 381,441
Present value of excess contributions 2022-12-31 194,639
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 203,534
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 190,000
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 2022-12-31 625,186
Total employer contributions 2022-12-31 200,000
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 2022-12-31 193,313
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 2022-12-31 199,073
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 2022-12-31 193,313
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: VALLEY ENDODONTICS, PLC CASH BALANCE PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 3,821,583
Acturial value of plan assets 2021-12-31 3,821,583
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 0
Fundng target for terminated vested participants 2021-12-31 0
Active participant vested funding target 2021-12-31 2,898,464
Number of active participants 2021-12-31 10
Total funding liabilities for active participants 2021-12-31 2,899,459
Total participant count 2021-12-31 10
Total funding target for all participants 2021-12-31 2,899,459
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 142,535
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 2021-12-31 142,535
Present value of excess contributions 2021-12-31 203,110
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 213,225
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 210,000
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 2021-12-31 381,441
Total employer contributions 2021-12-31 200,000
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 2021-12-31 194,639
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 2021-12-31 196,982
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
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 194,639
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: VALLEY ENDODONTICS, PLC CASH BALANCE PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 3,017,443
Acturial value of plan assets 2020-12-31 3,017,443
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 0
Fundng target for terminated vested participants 2020-12-31 0
Active participant vested funding target 2020-12-31 2,553,632
Number of active participants 2020-12-31 10
Total funding liabilities for active participants 2020-12-31 2,553,632
Total participant count 2020-12-31 10
Total funding target for all participants 2020-12-31 2,553,632
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 135,963
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 24,013
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 111,950
Present value of excess contributions 2020-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 0
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 2020-12-31 142,535
Total employer contributions 2020-12-31 208,920
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 2020-12-31 203,110
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 2020-12-31 187,685
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 2020-12-31 203,110
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: VALLEY ENDODONTICS, PLC CASH BALANCE PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 2,227,254
Acturial value of plan assets 2019-12-31 2,227,254
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 1
Fundng target for terminated vested participants 2019-12-31 3,775
Active participant vested funding target 2019-12-31 2,264,833
Number of active participants 2019-12-31 9
Total funding liabilities for active participants 2019-12-31 2,264,833
Total participant count 2019-12-31 10
Total funding target for all participants 2019-12-31 2,268,608
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 148,772
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 2019-12-31 148,772
Present value of excess contributions 2019-12-31 177,296
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 187,118
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 2019-12-31 135,963
Total employer contributions 2019-12-31 188,920
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 2019-12-31 184,732
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 2019-12-31 179,933
Net shortfall amortization installment of oustanding balance 2019-12-31 177,317
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 208,745
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 24,013
Additional cash requirement 2019-12-31 184,732
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 184,732
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: VALLEY ENDODONTICS, PLC CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 2,265,441
Acturial value of plan assets 2018-12-31 2,265,441
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 0
Fundng target for terminated vested participants 2018-12-31 0
Active participant vested funding target 2018-12-31 1,912,795
Number of active participants 2018-12-31 10
Total funding liabilities for active participants 2018-12-31 1,912,795
Total participant count 2018-12-31 10
Total funding target for all participants 2018-12-31 1,912,795
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 99,843
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 99,843
Present value of excess contributions 2018-12-31 27,881
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 29,401
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 29,000
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 148,772
Total employer contributions 2018-12-31 183,920
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 2018-12-31 177,296
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 2018-12-31 167,288
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 177,296
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: VALLEY ENDODONTICS, PLC CASH BALANCE PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,750,480
Acturial value of plan assets 2017-12-31 1,750,480
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 8,189
Active participant vested funding target 2017-12-31 1,638,090
Number of active participants 2017-12-31 10
Total funding liabilities for active participants 2017-12-31 1,638,091
Total participant count 2017-12-31 11
Total funding target for all participants 2017-12-31 1,646,280
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 33,681
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 33,681
Present value of excess contributions 2017-12-31 126,579
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 133,756
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 65,000
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 99,843
Total employer contributions 2017-12-31 185,668
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 2017-12-31 179,213
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 2017-12-31 155,689
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 151,332
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 151,332
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 179,213
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: VALLEY ENDODONTICS, PLC CASH BALANCE PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,524,410
Acturial value of plan assets 2016-12-31 1,524,410
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 0
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 1,389,774
Number of active participants 2016-12-31 11
Total funding liabilities for active participants 2016-12-31 1,391,862
Total participant count 2016-12-31 11
Total funding target for all participants 2016-12-31 1,391,862
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 3,595
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 3,595
Present value of excess contributions 2016-12-31 82,991
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 87,464
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 30,000
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 33,681
Total employer contributions 2016-12-31 186,804
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 2016-12-31 177,021
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 2016-12-31 149,309
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 50,442
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 50,442
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 177,021
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: VALLEY ENDODONTICS, PLC CASH BALANCE PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	4,493,386
Acturial value of plan assets	2022-12-31	4,493,386
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	0
Fundng target for terminated vested participants	2022-12-31	0
Active participant vested funding target	2022-12-31	3,074,666
Number of active participants	2022-12-31	9
Total funding liabilities for active participants	2022-12-31	3,074,666
Total participant count	2022-12-31	9
Total funding target for all participants	2022-12-31	3,074,666
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	381,441
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	381,441
Present value of excess contributions	2022-12-31	194,639
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	203,534
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	190,000
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	625,186
Total employer contributions	2022-12-31	200,000
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	193,313
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	199,073
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	193,313
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: VALLEY ENDODONTICS, PLC CASH BALANCE PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	3,821,583
Acturial value of plan assets	2021-12-31	3,821,583
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	0
Fundng target for terminated vested participants	2021-12-31	0
Active participant vested funding target	2021-12-31	2,898,464
Number of active participants	2021-12-31	10
Total funding liabilities for active participants	2021-12-31	2,899,459
Total participant count	2021-12-31	10
Total funding target for all participants	2021-12-31	2,899,459
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	142,535
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	142,535
Present value of excess contributions	2021-12-31	203,110
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	213,225
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	210,000
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	381,441
Total employer contributions	2021-12-31	200,000
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	194,639
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	196,982
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
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	194,639
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: VALLEY ENDODONTICS, PLC CASH BALANCE PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	3,017,443
Acturial value of plan assets	2020-12-31	3,017,443
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	0
Fundng target for terminated vested participants	2020-12-31	0
Active participant vested funding target	2020-12-31	2,553,632
Number of active participants	2020-12-31	10
Total funding liabilities for active participants	2020-12-31	2,553,632
Total participant count	2020-12-31	10
Total funding target for all participants	2020-12-31	2,553,632
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	135,963
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	24,013
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	111,950
Present value of excess contributions	2020-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	0
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	142,535
Total employer contributions	2020-12-31	208,920
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	203,110
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	187,685
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	203,110
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: VALLEY ENDODONTICS, PLC CASH BALANCE PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	2,227,254
Acturial value of plan assets	2019-12-31	2,227,254
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	1
Fundng target for terminated vested participants	2019-12-31	3,775
Active participant vested funding target	2019-12-31	2,264,833
Number of active participants	2019-12-31	9
Total funding liabilities for active participants	2019-12-31	2,264,833
Total participant count	2019-12-31	10
Total funding target for all participants	2019-12-31	2,268,608
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	148,772
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	148,772
Present value of excess contributions	2019-12-31	177,296
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	187,118
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	135,963
Total employer contributions	2019-12-31	188,920
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	184,732
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	179,933
Net shortfall amortization installment of oustanding balance	2019-12-31	177,317
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	208,745
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	24,013
Additional cash requirement	2019-12-31	184,732
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	184,732
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: VALLEY ENDODONTICS, PLC CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	2,265,441
Acturial value of plan assets	2018-12-31	2,265,441
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	0
Fundng target for terminated vested participants	2018-12-31	0
Active participant vested funding target	2018-12-31	1,912,795
Number of active participants	2018-12-31	10
Total funding liabilities for active participants	2018-12-31	1,912,795
Total participant count	2018-12-31	10
Total funding target for all participants	2018-12-31	1,912,795
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	99,843
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	99,843
Present value of excess contributions	2018-12-31	27,881
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	29,401
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	29,000
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	148,772
Total employer contributions	2018-12-31	183,920
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	177,296
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	167,288
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	177,296
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: VALLEY ENDODONTICS, PLC CASH BALANCE PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,750,480
Acturial value of plan assets	2017-12-31	1,750,480
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	8,189
Active participant vested funding target	2017-12-31	1,638,090
Number of active participants	2017-12-31	10
Total funding liabilities for active participants	2017-12-31	1,638,091
Total participant count	2017-12-31	11
Total funding target for all participants	2017-12-31	1,646,280
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	33,681
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	33,681
Present value of excess contributions	2017-12-31	126,579
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	133,756
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	65,000
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	99,843
Total employer contributions	2017-12-31	185,668
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	179,213
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	155,689
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	151,332
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	151,332
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	179,213
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: VALLEY ENDODONTICS, PLC CASH BALANCE PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,524,410
Acturial value of plan assets	2016-12-31	1,524,410
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	1,389,774
Number of active participants	2016-12-31	11
Total funding liabilities for active participants	2016-12-31	1,391,862
Total participant count	2016-12-31	11
Total funding target for all participants	2016-12-31	1,391,862
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	3,595
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	3,595
Present value of excess contributions	2016-12-31	82,991
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	87,464
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	30,000
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	33,681
Total employer contributions	2016-12-31	186,804
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	177,021
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	149,309
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	50,442
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	50,442
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	177,021
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:	VALLEY ENDODONTICS, PLC
Employer identification number (EIN):	202672145
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Jurisdiction of Incorporation:	Virginia Secretary of State
Incorporation Date:	2005-03-29
Company Identification Number:	S149603
Legal Registered Office Address:	1880 COUNTRY CLUB RD HARRISONBURG United States of America (USA) 22802