401k Plan data: SPIRO C. KARRAS, DDS CASH BALANCE PENSION PLAN plan

SPIRO C. KARRAS, DDS CASH BALANCE PENSION PLAN 401k Plan overview

Plan Name	SPIRO C. KARRAS, DDS CASH BALANCE PENSION PLAN
Plan identification number	002

SPIRO C. KARRAS, DDS 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).
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

SPIRO C. KARRAS, D.D.S. P.C. has sponsored the creation of one or more 401k plans.

Company Name: SPIRO C. KARRAS, D.D.S. P.C.

Employer identification number (EIN): 274126672

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SPIRO C. KARRAS, DDS 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 SPIRO C. KARRAS 2024-10-07 SPIRO C. KARRAS 2024-10-07
002 2022-01-01 SPIRO C. KARRAS 2023-09-18 SPIRO C. KARRAS 2023-09-18
002 2021-01-01 SPIRO C. KARRAS 2022-04-19 SPIRO C. KARRAS 2022-04-19
002 2020-01-01 SPIRO C. KARRAS 2021-06-30 SPIRO KARRAS 2021-06-30
002 2019-01-01 SPIRO C. KARRAS 2020-10-05 SPIRO KARRAS 2020-10-05
002 2018-01-01 SPIRO C. KARRAS 2019-08-16 SPIRO C. KARRAS 2019-08-16
002 2017-01-01 SPIRO C. KARRAS 2018-09-25 SPIRO C. KARRAS 2018-09-25
002 2016-01-01 SPIRO C. KARRAS 2017-06-23 SPIRO C. KARRAS 2017-06-23
002 2015-01-01 SPIRO C. KARRAS 2016-06-22
002 2014-01-01 SPIRO C. KARRAS 2015-09-28
002 2013-01-01 SPIRO C. KARRAS 2014-04-22
002 2012-01-01 SPIRO C. KARRAS 2013-07-23
002 2011-01-01 SPIRO C. KARRAS 2012-07-24

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	SPIRO C. KARRAS	2024-10-07	SPIRO C. KARRAS	2024-10-07
002	2022-01-01	SPIRO C. KARRAS	2023-09-18	SPIRO C. KARRAS	2023-09-18
002	2021-01-01	SPIRO C. KARRAS	2022-04-19	SPIRO C. KARRAS	2022-04-19
002	2020-01-01	SPIRO C. KARRAS	2021-06-30	SPIRO KARRAS	2021-06-30
002	2019-01-01	SPIRO C. KARRAS	2020-10-05	SPIRO KARRAS	2020-10-05
002	2018-01-01	SPIRO C. KARRAS	2019-08-16	SPIRO C. KARRAS	2019-08-16
002	2017-01-01	SPIRO C. KARRAS	2018-09-25	SPIRO C. KARRAS	2018-09-25
002	2016-01-01	SPIRO C. KARRAS	2017-06-23	SPIRO C. KARRAS	2017-06-23
002	2015-01-01	SPIRO C. KARRAS	2016-06-22
002	2014-01-01	SPIRO C. KARRAS	2015-09-28
002	2013-01-01	SPIRO C. KARRAS	2014-04-22
002	2012-01-01	SPIRO C. KARRAS	2013-07-23
002	2011-01-01	SPIRO C. KARRAS	2012-07-24

Plan Statistics for SPIRO C. KARRAS, DDS CASH BALANCE PENSION PLAN

401k plan membership statisitcs for SPIRO C. KARRAS, DDS CASH BALANCE PENSION PLAN

Measure Date Value
2022: SPIRO C. KARRAS, DDS CASH BALANCE PENSION PLAN 2022 401k membership
Market value of plan assets 2022-12-31 1,536,066
Acturial value of plan assets 2022-12-31 1,536,066
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 7
Fundng target for terminated vested participants 2022-12-31 8,128
Active participant vested funding target 2022-12-31 1,162,184
Number of active participants 2022-12-31 7
Total funding liabilities for active participants 2022-12-31 1,163,389
Total participant count 2022-12-31 14
Total funding target for all participants 2022-12-31 1,171,517
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 95,257
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 95,257
Present value of excess contributions 2022-12-31 138,523
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 145,186
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 2022-12-31 109,279
Total employer contributions 2022-12-31 181,375
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 2022-12-31 169,468
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 2022-12-31 121,203
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 2022-12-31 169,468
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: SPIRO C. KARRAS, DDS CASH BALANCE PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 1,212,401
Acturial value of plan assets 2021-12-31 1,212,401
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 3
Fundng target for terminated vested participants 2021-12-31 14,607
Active participant vested funding target 2021-12-31 990,027
Number of active participants 2021-12-31 8
Total funding liabilities for active participants 2021-12-31 990,027
Total participant count 2021-12-31 11
Total funding target for all participants 2021-12-31 1,004,634
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 81,077
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 81,077
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 95,257
Total employer contributions 2021-12-31 150,000
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 144,239
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 2021-12-31 118,226
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 5,716
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 5,716
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 144,239
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: SPIRO C. KARRAS, DDS CASH BALANCE PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 1,038,697
Acturial value of plan assets 2020-12-31 1,038,697
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 4
Fundng target for terminated vested participants 2020-12-31 12,880
Active participant vested funding target 2020-12-31 921,326
Number of active participants 2020-12-31 6
Total funding liabilities for active participants 2020-12-31 922,678
Total participant count 2020-12-31 10
Total funding target for all participants 2020-12-31 935,558
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 66,593
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 66,593
Present value of excess contributions 2020-12-31 3,005
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 3,167
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 81,077
Total employer contributions 2020-12-31 0
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 0
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 0
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 0
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: SPIRO C. KARRAS, DDS CASH BALANCE PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 771,066
Acturial value of plan assets 2019-12-31 771,066
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 3
Fundng target for terminated vested participants 2019-12-31 3,609
Active participant vested funding target 2019-12-31 788,329
Number of active participants 2019-12-31 8
Total funding liabilities for active participants 2019-12-31 790,650
Total participant count 2019-12-31 11
Total funding target for all participants 2019-12-31 794,259
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 73,951
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 73,951
Present value of excess contributions 2019-12-31 34
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 36
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 66,593
Total employer contributions 2019-12-31 111,200
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 2019-12-31 102,298
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 84,704
Net shortfall amortization installment of oustanding balance 2019-12-31 89,786
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 99,293
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 99,293
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 102,298
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: SPIRO C. KARRAS, DDS CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 627,879
Acturial value of plan assets 2018-12-31 627,879
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 2
Fundng target for terminated vested participants 2018-12-31 4,338
Active participant vested funding target 2018-12-31 523,287
Number of active participants 2018-12-31 5
Total funding liabilities for active participants 2018-12-31 524,561
Total participant count 2018-12-31 7
Total funding target for all participants 2018-12-31 528,899
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 65,201
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 65,201
Present value of excess contributions 2018-12-31 16,328
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 17,265
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 73,951
Total employer contributions 2018-12-31 203,983
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 2018-12-31 190,319
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 2018-12-31 215,314
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 2018-12-31 190,285
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 2018-12-31 190,285
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 190,319
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: SPIRO C. KARRAS, DDS CASH BALANCE PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 473,905
Acturial value of plan assets 2017-12-31 473,905
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 0
Active participant vested funding target 2017-12-31 422,876
Number of active participants 2017-12-31 5
Total funding liabilities for active participants 2017-12-31 423,859
Total participant count 2017-12-31 6
Total funding target for all participants 2017-12-31 423,859
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 60,254
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 60,254
Present value of excess contributions 2017-12-31 279
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 296
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 65,201
Total employer contributions 2017-12-31 92,944
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 83,933
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 67,605
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 67,605
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 67,605
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 83,933
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: SPIRO C. KARRAS, DDS CASH BALANCE PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 375,517
Acturial value of plan assets 2016-12-31 375,517
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 2
Fundng target for terminated vested participants 2016-12-31 1,416
Active participant vested funding target 2016-12-31 327,435
Number of active participants 2016-12-31 3
Total funding liabilities for active participants 2016-12-31 327,435
Total participant count 2016-12-31 5
Total funding target for all participants 2016-12-31 328,851
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 61,616
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 61,616
Present value of excess contributions 2016-12-31 14,770
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 15,675
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 60,254
Total employer contributions 2016-12-31 69,000
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 65,399
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 65,120
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 65,120
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 65,120
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 65,399
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: SPIRO C. KARRAS, DDS CASH BALANCE PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	1,536,066
Acturial value of plan assets	2022-12-31	1,536,066
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	7
Fundng target for terminated vested participants	2022-12-31	8,128
Active participant vested funding target	2022-12-31	1,162,184
Number of active participants	2022-12-31	7
Total funding liabilities for active participants	2022-12-31	1,163,389
Total participant count	2022-12-31	14
Total funding target for all participants	2022-12-31	1,171,517
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	95,257
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	95,257
Present value of excess contributions	2022-12-31	138,523
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	145,186
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	109,279
Total employer contributions	2022-12-31	181,375
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	169,468
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	121,203
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	169,468
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: SPIRO C. KARRAS, DDS CASH BALANCE PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	1,212,401
Acturial value of plan assets	2021-12-31	1,212,401
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	3
Fundng target for terminated vested participants	2021-12-31	14,607
Active participant vested funding target	2021-12-31	990,027
Number of active participants	2021-12-31	8
Total funding liabilities for active participants	2021-12-31	990,027
Total participant count	2021-12-31	11
Total funding target for all participants	2021-12-31	1,004,634
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	81,077
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	81,077
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	95,257
Total employer contributions	2021-12-31	150,000
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	144,239
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	118,226
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	5,716
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	5,716
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	144,239
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: SPIRO C. KARRAS, DDS CASH BALANCE PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	1,038,697
Acturial value of plan assets	2020-12-31	1,038,697
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	4
Fundng target for terminated vested participants	2020-12-31	12,880
Active participant vested funding target	2020-12-31	921,326
Number of active participants	2020-12-31	6
Total funding liabilities for active participants	2020-12-31	922,678
Total participant count	2020-12-31	10
Total funding target for all participants	2020-12-31	935,558
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	66,593
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	66,593
Present value of excess contributions	2020-12-31	3,005
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	3,167
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	81,077
Total employer contributions	2020-12-31	0
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	0
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	0
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: SPIRO C. KARRAS, DDS CASH BALANCE PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	771,066
Acturial value of plan assets	2019-12-31	771,066
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	3
Fundng target for terminated vested participants	2019-12-31	3,609
Active participant vested funding target	2019-12-31	788,329
Number of active participants	2019-12-31	8
Total funding liabilities for active participants	2019-12-31	790,650
Total participant count	2019-12-31	11
Total funding target for all participants	2019-12-31	794,259
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	73,951
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	73,951
Present value of excess contributions	2019-12-31	34
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	36
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	66,593
Total employer contributions	2019-12-31	111,200
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	102,298
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	84,704
Net shortfall amortization installment of oustanding balance	2019-12-31	89,786
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	99,293
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	99,293
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	102,298
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: SPIRO C. KARRAS, DDS CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	627,879
Acturial value of plan assets	2018-12-31	627,879
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	2
Fundng target for terminated vested participants	2018-12-31	4,338
Active participant vested funding target	2018-12-31	523,287
Number of active participants	2018-12-31	5
Total funding liabilities for active participants	2018-12-31	524,561
Total participant count	2018-12-31	7
Total funding target for all participants	2018-12-31	528,899
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	65,201
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	65,201
Present value of excess contributions	2018-12-31	16,328
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	17,265
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	73,951
Total employer contributions	2018-12-31	203,983
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	190,319
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	215,314
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	190,285
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	190,285
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	190,319
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: SPIRO C. KARRAS, DDS CASH BALANCE PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	473,905
Acturial value of plan assets	2017-12-31	473,905
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	0
Active participant vested funding target	2017-12-31	422,876
Number of active participants	2017-12-31	5
Total funding liabilities for active participants	2017-12-31	423,859
Total participant count	2017-12-31	6
Total funding target for all participants	2017-12-31	423,859
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	60,254
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	60,254
Present value of excess contributions	2017-12-31	279
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	296
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	65,201
Total employer contributions	2017-12-31	92,944
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	83,933
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	67,605
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	67,605
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	67,605
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	83,933
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: SPIRO C. KARRAS, DDS CASH BALANCE PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	375,517
Acturial value of plan assets	2016-12-31	375,517
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	2
Fundng target for terminated vested participants	2016-12-31	1,416
Active participant vested funding target	2016-12-31	327,435
Number of active participants	2016-12-31	3
Total funding liabilities for active participants	2016-12-31	327,435
Total participant count	2016-12-31	5
Total funding target for all participants	2016-12-31	328,851
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	61,616
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	61,616
Present value of excess contributions	2016-12-31	14,770
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	15,675
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	60,254
Total employer contributions	2016-12-31	69,000
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	65,399
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	65,120
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	65,120
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	65,120
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	65,399
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:	SPIRO C. KARRAS, D.D.S. P.C.
Employer identification number (EIN):	274126672
NAIC Classification:	621210
NAIC Description:	Offices of Dentists