401k Plan data: STEVEN R HEIN DDS SC PENSION PLAN & TRUST #003 plan

STEVEN R HEIN DDS SC PENSION PLAN & TRUST #003 401k Plan overview

Plan Name	STEVEN R HEIN DDS SC PENSION PLAN & TRUST #003
Plan identification number	003

STEVEN R HEIN DDS SC PENSION PLAN & TRUST #003 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).
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

STEVEN HEIN DDS SC has sponsored the creation of one or more 401k plans.

Company Name: STEVEN HEIN DDS SC

Employer identification number (EIN): 391715798

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEVEN R HEIN DDS SC PENSION PLAN & TRUST #003

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01 STEVEN HEIN 2022-07-05
003 2021-01-01 STEVEN HEIN 2022-07-05
003 2020-01-01 STEVEN HEIN 2021-10-08
003 2019-01-01 STEVEN HEIN 2020-08-05
003 2018-01-01 STEVEN HEIN 2019-07-08
003 2017-01-01 STEVEN HEIN 2018-07-03
003 2016-01-01 STEVEN HEIN 2017-09-26
003 2015-01-01 STEVEN HEIN 2016-07-06
003 2014-01-01 STEVEN HEIN 2015-09-14
003 2013-01-01 STEVEN HEIN 2015-09-14
003 2012-01-01 STEVEN HEIN 2013-07-02
003 2011-01-01 STEVEN HEIN 2012-07-23
003 2010-01-01 STEVEN HEIN 2011-07-28

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2022-01-01	STEVEN HEIN	2022-07-05
003	2021-01-01	STEVEN HEIN	2022-07-05
003	2020-01-01	STEVEN HEIN	2021-10-08
003	2019-01-01	STEVEN HEIN	2020-08-05
003	2018-01-01	STEVEN HEIN	2019-07-08
003	2017-01-01	STEVEN HEIN	2018-07-03
003	2016-01-01	STEVEN HEIN	2017-09-26
003	2015-01-01	STEVEN HEIN	2016-07-06
003	2014-01-01	STEVEN HEIN	2015-09-14
003	2013-01-01	STEVEN HEIN	2015-09-14
003	2012-01-01	STEVEN HEIN	2013-07-02
003	2011-01-01	STEVEN HEIN	2012-07-23
003	2010-01-01	STEVEN HEIN	2011-07-28

Plan Statistics for STEVEN R HEIN DDS SC PENSION PLAN & TRUST #003

401k plan membership statisitcs for STEVEN R HEIN DDS SC PENSION PLAN & TRUST #003

Measure Date Value
2021: STEVEN R HEIN DDS SC PENSION PLAN & TRUST #003 2021 401k membership
Market value of plan assets 2021-12-31 2,613,165
Acturial value of plan assets 2021-12-31 2,613,165
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 1
Fundng target for terminated vested participants 2021-12-31 10,159
Active participant vested funding target 2021-12-31 1,867,303
Number of active participants 2021-12-31 15
Total funding liabilities for active participants 2021-12-31 1,867,303
Total participant count 2021-12-31 16
Total funding target for all participants 2021-12-31 1,877,462
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 254,623
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 254,623
Present value of excess contributions 2021-12-31 47,364
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 49,694
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 2021-12-31 281,384
Total employer contributions 2021-12-31 30,000
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 29,292
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 45,683
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 29,292
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: STEVEN R HEIN DDS SC PENSION PLAN & TRUST #003 2020 401k membership
Market value of plan assets 2020-12-31 2,329,887
Acturial value of plan assets 2020-12-31 2,329,887
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 1,797,473
Number of active participants 2020-12-31 16
Total funding liabilities for active participants 2020-12-31 1,799,080
Total participant count 2020-12-31 16
Total funding target for all participants 2020-12-31 1,799,080
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 195,253
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 2020-12-31 195,253
Present value of excess contributions 2020-12-31 17,333
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 18,207
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 17,000
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 2020-12-31 254,623
Total employer contributions 2020-12-31 49,503
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 47,364
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 46,328
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
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 47,364
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: STEVEN R HEIN DDS SC PENSION PLAN & TRUST #003 2019 401k membership
Market value of plan assets 2019-12-31 1,773,014
Acturial value of plan assets 2019-12-31 1,773,014
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 0
Fundng target for terminated vested participants 2019-12-31 0
Active participant vested funding target 2019-12-31 1,559,469
Number of active participants 2019-12-31 16
Total funding liabilities for active participants 2019-12-31 1,559,469
Total participant count 2019-12-31 16
Total funding target for all participants 2019-12-31 1,559,469
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 100,077
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 2019-12-31 100,077
Present value of excess contributions 2019-12-31 155,779
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 163,895
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 100,000
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 2019-12-31 195,253
Total employer contributions 2019-12-31 171,003
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 2019-12-31 166,083
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 2019-12-31 167,042
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 2019-12-31 148,750
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 2019-12-31 148,750
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 166,083
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: STEVEN R HEIN DDS SC PENSION PLAN & TRUST #003 2018 401k membership
Market value of plan assets 2018-12-31 1,719,394
Acturial value of plan assets 2018-12-31 1,719,394
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 10,753
Active participant vested funding target 2018-12-31 1,337,539
Number of active participants 2018-12-31 15
Total funding liabilities for active participants 2018-12-31 1,338,862
Total participant count 2018-12-31 16
Total funding target for all participants 2018-12-31 1,349,615
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 84,247
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 84,247
Present value of excess contributions 2018-12-31 87,715
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 92,180
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 2018-12-31 100,077
Total employer contributions 2018-12-31 161,415
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 2018-12-31 155,779
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 2018-12-31 160,479
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 2018-12-31 155,779
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: STEVEN R HEIN DDS SC PENSION PLAN & TRUST #003 2017 401k membership
Market value of plan assets 2017-12-31 1,318,211
Acturial value of plan assets 2017-12-31 1,318,211
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 1
Fundng target for terminated vested participants 2017-12-31 1,143,484
Active participant vested funding target 2017-12-31 2,402
Number of active participants 2017-12-31 15
Total funding liabilities for active participants 2017-12-31 2,402
Total participant count 2017-12-31 16
Total funding target for all participants 2017-12-31 1,145,886
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 74,344
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 74,344
Present value of excess contributions 2017-12-31 2,121
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 2,230
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 84,247
Total employer contributions 2017-12-31 158,082
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 2017-12-31 153,420
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 2017-12-31 153,783
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 65,705
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 65,705
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 153,420
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: STEVEN R HEIN DDS SC PENSION PLAN & TRUST #003 2016 401k membership
Market value of plan assets 2016-12-31 1,027,685
Acturial value of plan assets 2016-12-31 1,027,685
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 1
Fundng target for terminated vested participants 2016-12-31 916
Active participant vested funding target 2016-12-31 951,992
Number of active participants 2016-12-31 14
Total funding liabilities for active participants 2016-12-31 952,206
Total participant count 2016-12-31 15
Total funding target for all participants 2016-12-31 953,122
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 135,388
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 2016-12-31 135,388
Present value of excess contributions 2016-12-31 3,503
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 3,688
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 59,000
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 74,344
Total employer contributions 2016-12-31 157,142
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 2016-12-31 151,581
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 2016-12-31 149,679
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 2016-12-31 149,460
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 2016-12-31 149,460
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 151,581
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
2021: STEVEN R HEIN DDS SC PENSION PLAN & TRUST #003 2021 401k membership
Market value of plan assets	2021-12-31	2,613,165
Acturial value of plan assets	2021-12-31	2,613,165
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	1
Fundng target for terminated vested participants	2021-12-31	10,159
Active participant vested funding target	2021-12-31	1,867,303
Number of active participants	2021-12-31	15
Total funding liabilities for active participants	2021-12-31	1,867,303
Total participant count	2021-12-31	16
Total funding target for all participants	2021-12-31	1,877,462
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	254,623
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	254,623
Present value of excess contributions	2021-12-31	47,364
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	49,694
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	281,384
Total employer contributions	2021-12-31	30,000
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	29,292
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	45,683
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	29,292
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: STEVEN R HEIN DDS SC PENSION PLAN & TRUST #003 2020 401k membership
Market value of plan assets	2020-12-31	2,329,887
Acturial value of plan assets	2020-12-31	2,329,887
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	1,797,473
Number of active participants	2020-12-31	16
Total funding liabilities for active participants	2020-12-31	1,799,080
Total participant count	2020-12-31	16
Total funding target for all participants	2020-12-31	1,799,080
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	195,253
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	195,253
Present value of excess contributions	2020-12-31	17,333
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	18,207
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	17,000
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	254,623
Total employer contributions	2020-12-31	49,503
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	47,364
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	46,328
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
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	47,364
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: STEVEN R HEIN DDS SC PENSION PLAN & TRUST #003 2019 401k membership
Market value of plan assets	2019-12-31	1,773,014
Acturial value of plan assets	2019-12-31	1,773,014
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	0
Fundng target for terminated vested participants	2019-12-31	0
Active participant vested funding target	2019-12-31	1,559,469
Number of active participants	2019-12-31	16
Total funding liabilities for active participants	2019-12-31	1,559,469
Total participant count	2019-12-31	16
Total funding target for all participants	2019-12-31	1,559,469
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	100,077
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	100,077
Present value of excess contributions	2019-12-31	155,779
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	163,895
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	100,000
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	195,253
Total employer contributions	2019-12-31	171,003
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	166,083
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	167,042
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	148,750
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	148,750
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	166,083
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: STEVEN R HEIN DDS SC PENSION PLAN & TRUST #003 2018 401k membership
Market value of plan assets	2018-12-31	1,719,394
Acturial value of plan assets	2018-12-31	1,719,394
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	10,753
Active participant vested funding target	2018-12-31	1,337,539
Number of active participants	2018-12-31	15
Total funding liabilities for active participants	2018-12-31	1,338,862
Total participant count	2018-12-31	16
Total funding target for all participants	2018-12-31	1,349,615
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	84,247
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	84,247
Present value of excess contributions	2018-12-31	87,715
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	92,180
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	100,077
Total employer contributions	2018-12-31	161,415
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	155,779
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	160,479
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	155,779
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: STEVEN R HEIN DDS SC PENSION PLAN & TRUST #003 2017 401k membership
Market value of plan assets	2017-12-31	1,318,211
Acturial value of plan assets	2017-12-31	1,318,211
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	1
Fundng target for terminated vested participants	2017-12-31	1,143,484
Active participant vested funding target	2017-12-31	2,402
Number of active participants	2017-12-31	15
Total funding liabilities for active participants	2017-12-31	2,402
Total participant count	2017-12-31	16
Total funding target for all participants	2017-12-31	1,145,886
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	74,344
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	74,344
Present value of excess contributions	2017-12-31	2,121
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	2,230
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	84,247
Total employer contributions	2017-12-31	158,082
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	153,420
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	153,783
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	65,705
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	65,705
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	153,420
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: STEVEN R HEIN DDS SC PENSION PLAN & TRUST #003 2016 401k membership
Market value of plan assets	2016-12-31	1,027,685
Acturial value of plan assets	2016-12-31	1,027,685
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	1
Fundng target for terminated vested participants	2016-12-31	916
Active participant vested funding target	2016-12-31	951,992
Number of active participants	2016-12-31	14
Total funding liabilities for active participants	2016-12-31	952,206
Total participant count	2016-12-31	15
Total funding target for all participants	2016-12-31	953,122
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	135,388
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	135,388
Present value of excess contributions	2016-12-31	3,503
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	3,688
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	59,000
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	74,344
Total employer contributions	2016-12-31	157,142
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	151,581
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	149,679
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	149,460
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	149,460
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	151,581
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:	STEVEN HEIN DDS SC
Employer identification number (EIN):	391715798
NAIC Classification:	621210
NAIC Description:	Offices of Dentists