401k Plan data: BERNHARDT & SMITH ORTHODONTICS, PC CASH BALANCE PLAN plan

BERNHARDT & SMITH ORTHODONTICS, PC CASH BALANCE PLAN 401k Plan overview

Plan Name	BERNHARDT & SMITH ORTHODONTICS, PC CASH BALANCE PLAN
Plan identification number	002

BERNHARDT & SMITH ORTHODONTICS, PC CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

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

BERNHARDT AND SMITH ORTHODONTICS, P.C. has sponsored the creation of one or more 401k plans.

Company Name: BERNHARDT AND SMITH ORTHODONTICS, P.C.

Employer identification number (EIN): 208402651

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BERNHARDT & SMITH ORTHODONTICS, PC CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 JEFFREY BERNHARDT 2023-08-28
002 2021-01-01 JEFFREY BERNHARDT 2022-09-01
002 2020-01-01 JEFFREY BERNHARDT 2021-08-13
002 2019-01-01 JEFFREY BERNHARDT 2020-08-03
002 2018-01-01 JEFF BERNHARDT 2019-07-09 JEFF BERNHARDT 2019-07-09

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	JEFFREY BERNHARDT	2023-08-28
002	2021-01-01	JEFFREY BERNHARDT	2022-09-01
002	2020-01-01	JEFFREY BERNHARDT	2021-08-13
002	2019-01-01	JEFFREY BERNHARDT	2020-08-03
002	2018-01-01	JEFF BERNHARDT	2019-07-09	JEFF BERNHARDT	2019-07-09

Plan Statistics for BERNHARDT & SMITH ORTHODONTICS, PC CASH BALANCE PLAN

401k plan membership statisitcs for BERNHARDT & SMITH ORTHODONTICS, PC CASH BALANCE PLAN

Measure Date Value
2022: BERNHARDT & SMITH ORTHODONTICS, PC CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 722,421
Acturial value of plan assets 2022-12-31 722,421
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 2
Fundng target for terminated vested participants 2022-12-31 5,126
Active participant vested funding target 2022-12-31 496,830
Number of active participants 2022-12-31 18
Total funding liabilities for active participants 2022-12-31 499,692
Total participant count 2022-12-31 20
Total funding target for all participants 2022-12-31 504,818
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 204,592
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 2022-12-31 204,592
Present value of excess contributions 2022-12-31 14,016
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 14,781
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 2022-12-31 223,967
Total employer contributions 2022-12-31 65,419
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 61,394
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 67,587
Net shortfall amortization installment of oustanding balance 2022-12-31 6,364
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 68,175
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 6,781
Additional cash requirement 2022-12-31 61,394
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 61,394
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: BERNHARDT & SMITH ORTHODONTICS, PC CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 653,616
Acturial value of plan assets 2021-12-31 653,616
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 2
Fundng target for terminated vested participants 2021-12-31 4,615
Active participant vested funding target 2021-12-31 403,314
Number of active participants 2021-12-31 19
Total funding liabilities for active participants 2021-12-31 403,674
Total participant count 2021-12-31 21
Total funding target for all participants 2021-12-31 408,289
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 183,233
Prefunding balanced used to offset prior years funding requirement 2021-12-31 6,005
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 177,228
Present value of excess contributions 2021-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 0
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 2021-12-31 204,592
Total employer contributions 2021-12-31 15,000
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 14,016
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 60,639
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 19,904
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 14,016
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: BERNHARDT & SMITH ORTHODONTICS, PC CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 551,304
Acturial value of plan assets 2020-12-31 551,304
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 2
Fundng target for terminated vested participants 2020-12-31 5,445
Active participant vested funding target 2020-12-31 331,751
Number of active participants 2020-12-31 20
Total funding liabilities for active participants 2020-12-31 332,370
Total participant count 2020-12-31 22
Total funding target for all participants 2020-12-31 337,815
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 71,422
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 71,422
Present value of excess contributions 2020-12-31 95,583
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 100,783
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 100,783
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 2020-12-31 183,233
Total employer contributions 2020-12-31 25,000
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 23,513
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 59,774
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 29,518
Prefunding balance elected to use to offset funding requirement 2020-12-31 6,005
Additional cash requirement 2020-12-31 23,513
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 23,513
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: BERNHARDT & SMITH ORTHODONTICS, PC CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 386,841
Acturial value of plan assets 2019-12-31 386,841
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 1,850
Active participant vested funding target 2019-12-31 253,174
Number of active participants 2019-12-31 17
Total funding liabilities for active participants 2019-12-31 254,779
Total participant count 2019-12-31 18
Total funding target for all participants 2019-12-31 256,629
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 129,618
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 2019-12-31 129,618
Present value of excess contributions 2019-12-31 38,119
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 40,254
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 40,254
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 91,477
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 71,422
Total employer contributions 2019-12-31 100,000
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 95,583
Liquidity shortfalls end of Q1 2019-12-31 0
Liquidity shortfalls end of Q2 2019-12-31 0
Liquidity shortfalls end of Q3 2019-12-31 0
Liquidity shortfalls end of Q4 2019-12-31 0
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 58,790
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 0
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 95,583
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: BERNHARDT & SMITH ORTHODONTICS, PC CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 308,254
Acturial value of plan assets 2018-12-31 308,254
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 1
Fundng target for terminated vested participants 2018-12-31 1,668
Active participant vested funding target 2018-12-31 178,618
Number of active participants 2018-12-31 17
Total funding liabilities for active participants 2018-12-31 179,303
Total participant count 2018-12-31 18
Total funding target for all participants 2018-12-31 180,971
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 20,341
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 20,341
Present value of excess contributions 2018-12-31 101,360
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 107,239
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 107,239
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 2018-12-31 129,618
Total employer contributions 2018-12-31 100,000
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 94,957
Liquidity shortfalls end of Q1 2018-12-31 0
Liquidity shortfalls end of Q2 2018-12-31 0
Liquidity shortfalls end of Q3 2018-12-31 0
Liquidity shortfalls end of Q4 2018-12-31 0
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 56,838
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 56,838
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 56,838
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 94,957
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0

Measure	Date	Value
2022: BERNHARDT & SMITH ORTHODONTICS, PC CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	722,421
Acturial value of plan assets	2022-12-31	722,421
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	2
Fundng target for terminated vested participants	2022-12-31	5,126
Active participant vested funding target	2022-12-31	496,830
Number of active participants	2022-12-31	18
Total funding liabilities for active participants	2022-12-31	499,692
Total participant count	2022-12-31	20
Total funding target for all participants	2022-12-31	504,818
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	204,592
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	204,592
Present value of excess contributions	2022-12-31	14,016
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	14,781
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	223,967
Total employer contributions	2022-12-31	65,419
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	61,394
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	67,587
Net shortfall amortization installment of oustanding balance	2022-12-31	6,364
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	68,175
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	6,781
Additional cash requirement	2022-12-31	61,394
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	61,394
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: BERNHARDT & SMITH ORTHODONTICS, PC CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	653,616
Acturial value of plan assets	2021-12-31	653,616
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	2
Fundng target for terminated vested participants	2021-12-31	4,615
Active participant vested funding target	2021-12-31	403,314
Number of active participants	2021-12-31	19
Total funding liabilities for active participants	2021-12-31	403,674
Total participant count	2021-12-31	21
Total funding target for all participants	2021-12-31	408,289
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	183,233
Prefunding balanced used to offset prior years funding requirement	2021-12-31	6,005
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	177,228
Present value of excess contributions	2021-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	0
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	204,592
Total employer contributions	2021-12-31	15,000
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	14,016
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	60,639
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	19,904
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	14,016
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: BERNHARDT & SMITH ORTHODONTICS, PC CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	551,304
Acturial value of plan assets	2020-12-31	551,304
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	2
Fundng target for terminated vested participants	2020-12-31	5,445
Active participant vested funding target	2020-12-31	331,751
Number of active participants	2020-12-31	20
Total funding liabilities for active participants	2020-12-31	332,370
Total participant count	2020-12-31	22
Total funding target for all participants	2020-12-31	337,815
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	71,422
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	71,422
Present value of excess contributions	2020-12-31	95,583
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	100,783
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	100,783
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	183,233
Total employer contributions	2020-12-31	25,000
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	23,513
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	59,774
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	29,518
Prefunding balance elected to use to offset funding requirement	2020-12-31	6,005
Additional cash requirement	2020-12-31	23,513
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	23,513
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: BERNHARDT & SMITH ORTHODONTICS, PC CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	386,841
Acturial value of plan assets	2019-12-31	386,841
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	1,850
Active participant vested funding target	2019-12-31	253,174
Number of active participants	2019-12-31	17
Total funding liabilities for active participants	2019-12-31	254,779
Total participant count	2019-12-31	18
Total funding target for all participants	2019-12-31	256,629
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	129,618
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	129,618
Present value of excess contributions	2019-12-31	38,119
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	40,254
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	40,254
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	91,477
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	71,422
Total employer contributions	2019-12-31	100,000
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	95,583
Liquidity shortfalls end of Q1	2019-12-31	0
Liquidity shortfalls end of Q2	2019-12-31	0
Liquidity shortfalls end of Q3	2019-12-31	0
Liquidity shortfalls end of Q4	2019-12-31	0
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	58,790
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	0
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	95,583
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: BERNHARDT & SMITH ORTHODONTICS, PC CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	308,254
Acturial value of plan assets	2018-12-31	308,254
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	1
Fundng target for terminated vested participants	2018-12-31	1,668
Active participant vested funding target	2018-12-31	178,618
Number of active participants	2018-12-31	17
Total funding liabilities for active participants	2018-12-31	179,303
Total participant count	2018-12-31	18
Total funding target for all participants	2018-12-31	180,971
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	20,341
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	20,341
Present value of excess contributions	2018-12-31	101,360
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	107,239
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	107,239
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	129,618
Total employer contributions	2018-12-31	100,000
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	94,957
Liquidity shortfalls end of Q1	2018-12-31	0
Liquidity shortfalls end of Q2	2018-12-31	0
Liquidity shortfalls end of Q3	2018-12-31	0
Liquidity shortfalls end of Q4	2018-12-31	0
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	56,838
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	56,838
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	56,838
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	94,957
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0

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Company Name:	BERNHARDT AND SMITH ORTHODONTICS, P.C.
Employer identification number (EIN):	208402651
NAIC Classification:	621210
NAIC Description:	Offices of Dentists