401k Plan data: TAMMY L. MEISTER, DDS, MS, PA CASH BALANCE PLAN plan

TAMMY L. MEISTER, DDS, MS, PA CASH BALANCE PLAN 401k Plan overview

Plan Name	TAMMY L. MEISTER, DDS, MS, PA CASH BALANCE PLAN
Plan identification number	003

TAMMY L. MEISTER, DDS, MS, PA CASH BALANCE 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).

401k Sponsoring company profile

TAMMY L MEISTER, DDS, MA, PA has sponsored the creation of one or more 401k plans.

Company Name: TAMMY L MEISTER, DDS, MA, PA

Employer identification number (EIN): 411860697

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAMMY L. MEISTER, DDS, MS, PA CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2021-01-01 TAMMY MEISTER 2022-03-28
003 2021-01-01 TAMMY L. MEISTER 2022-01-12 TAMMY L. MEISTER 2022-01-12
003 2020-01-01 TAMMY L. MEISTER 2021-04-06 TAMMY L. MEISTER 2021-04-06
003 2019-01-01 TAMMY L. MEISTER 2020-04-08 TAMMY L. MEISTER 2020-04-08
003 2018-01-01 TAMMY L. MEISTER 2019-04-26 TAMMY L. MEISTER 2019-04-26
003 2017-01-01 TAMMY L. MEISTER 2018-04-10 TAMMY L. MEISTER 2018-04-10
003 2016-01-01 TAMMY L. MEISTER 2017-04-11 TAMMY L. MEISTER 2017-04-11
003 2015-01-01 TAMMY L. MEISTER 2016-02-23 TAMMY L. MEISTER 2016-02-23
003 2014-01-01 TAMMY L. MEISTER 2015-05-20 TAMMY L. MEISTER 2015-05-20
003 2013-01-01 TAMMY L. MEISTER 2014-04-03 TAMMY L. MEISTER 2014-04-03

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2021-01-01	TAMMY MEISTER	2022-03-28
003	2021-01-01	TAMMY L. MEISTER	2022-01-12	TAMMY L. MEISTER	2022-01-12
003	2020-01-01	TAMMY L. MEISTER	2021-04-06	TAMMY L. MEISTER	2021-04-06
003	2019-01-01	TAMMY L. MEISTER	2020-04-08	TAMMY L. MEISTER	2020-04-08
003	2018-01-01	TAMMY L. MEISTER	2019-04-26	TAMMY L. MEISTER	2019-04-26
003	2017-01-01	TAMMY L. MEISTER	2018-04-10	TAMMY L. MEISTER	2018-04-10
003	2016-01-01	TAMMY L. MEISTER	2017-04-11	TAMMY L. MEISTER	2017-04-11
003	2015-01-01	TAMMY L. MEISTER	2016-02-23	TAMMY L. MEISTER	2016-02-23
003	2014-01-01	TAMMY L. MEISTER	2015-05-20	TAMMY L. MEISTER	2015-05-20
003	2013-01-01	TAMMY L. MEISTER	2014-04-03	TAMMY L. MEISTER	2014-04-03

Plan Statistics for TAMMY L. MEISTER, DDS, MS, PA CASH BALANCE PLAN

401k plan membership statisitcs for TAMMY L. MEISTER, DDS, MS, PA CASH BALANCE PLAN

Measure Date Value
2021: TAMMY L. MEISTER, DDS, MS, PA CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-30 1,657,878
Acturial value of plan assets 2021-12-30 1,657,878
Funding target for retired participants and beneficiaries receiving payment 2021-12-30 0
Number of terminated vested participants 2021-12-30 13
Fundng target for terminated vested participants 2021-12-30 1,434,054
Active participant vested funding target 2021-12-30 0
Number of active participants 2021-12-30 0
Total funding liabilities for active participants 2021-12-30 0
Total participant count 2021-12-30 13
Total funding target for all participants 2021-12-30 1,434,054
Balance at beginning of prior year after applicable adjustments 2021-12-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-30 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-30 0
Prefunding balanced used to offset prior years funding requirement 2021-12-30 0
Amount remaining of carryover balance 2021-12-30 0
Amount remaining of prefunding balance 2021-12-30 0
Present value of excess contributions 2021-12-30 137,679
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-30 137,679
Reductions in caryover balances due to elections or deemed elections 2021-12-30 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-30 0
Balance of carryovers at beginning of current year 2021-12-30 0
Balance of prefunding at beginning of current year 2021-12-30 0
Total employer contributions 2021-12-30 520,631
Total employee contributions 2021-12-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-30 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-30 518,979
Unpaid minimum required contributions for all prior years 2021-12-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-30 0
Remaining amount of unpaid minimum required contributions 2021-12-30 0
Minimum required contributions for current year target normal cost 2021-12-30 119,115
Net shortfall amortization installment of oustanding balance 2021-12-30 0
Waiver amortization installment 2021-12-30 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-30 0
Additional cash requirement 2021-12-30 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-30 518,979
Unpaid minimum required contributions for current year 2021-12-30 0
Unpaid minimum required contributions for all years 2021-12-30 0
2020: TAMMY L. MEISTER, DDS, MS, PA CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 1,361,339
Acturial value of plan assets 2020-12-31 1,361,339
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 7
Fundng target for terminated vested participants 2020-12-31 30,359
Active participant vested funding target 2020-12-31 1,117,947
Number of active participants 2020-12-31 8
Total funding liabilities for active participants 2020-12-31 1,117,947
Total participant count 2020-12-31 15
Total funding target for all participants 2020-12-31 1,148,306
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 0
Present value of excess contributions 2020-12-31 141,325
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 141,325
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 0
Total employer contributions 2020-12-31 138,500
Total employee contributions 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 137,679
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 147,194
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 2020-12-31 137,679
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: TAMMY L. MEISTER, DDS, MS, PA CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,130,406
Acturial value of plan assets 2019-12-31 1,130,406
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 4
Fundng target for terminated vested participants 2019-12-31 21,343
Active participant vested funding target 2019-12-31 916,993
Number of active participants 2019-12-31 11
Total funding liabilities for active participants 2019-12-31 916,993
Total participant count 2019-12-31 15
Total funding target for all participants 2019-12-31 938,336
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 0
Present value of excess contributions 2019-12-31 89,116
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 89,116
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 0
Total employer contributions 2019-12-31 142,064
Total employee contributions 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 141,325
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 142,733
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 0
Additional cash requirement 2019-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 141,325
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: TAMMY L. MEISTER, DDS, MS, PA CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 807,562
Acturial value of plan assets 2018-12-31 807,562
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 4
Fundng target for terminated vested participants 2018-12-31 18,230
Active participant vested funding target 2018-12-31 722,753
Number of active participants 2018-12-31 9
Total funding liabilities for active participants 2018-12-31 722,753
Total participant count 2018-12-31 13
Total funding target for all participants 2018-12-31 740,983
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 143,494
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 143,494
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 161,565
Total employee contributions 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 160,172
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 137,635
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 71,056
Additional cash requirement 2018-12-31 71,056
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 160,172
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: TAMMY L. MEISTER, DDS, MS, PA CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 708,688
Acturial value of plan assets 2017-12-31 708,688
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 3,596
Active participant vested funding target 2017-12-31 554,833
Number of active participants 2017-12-31 10
Total funding liabilities for active participants 2017-12-31 554,833
Total participant count 2017-12-31 11
Total funding target for all participants 2017-12-31 558,429
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 106,388
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 106,388
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 144,473
Total employee contributions 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 143,494
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 131,444
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 0
Additional cash requirement 2017-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 143,494
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: TAMMY L. MEISTER, DDS, MS, PA CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 485,120
Acturial value of plan assets 2016-12-31 485,120
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 2,389
Active participant vested funding target 2016-12-31 391,291
Number of active participants 2016-12-31 9
Total funding liabilities for active participants 2016-12-31 391,291
Total participant count 2016-12-31 10
Total funding target for all participants 2016-12-31 393,680
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 78,057
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 78,057
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 141,309
Total employee contributions 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 139,828
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 124,880
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 33,440
Additional cash requirement 2016-12-31 33,440
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 139,828
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: TAMMY L. MEISTER, DDS, MS, PA CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-30	1,657,878
Acturial value of plan assets	2021-12-30	1,657,878
Funding target for retired participants and beneficiaries receiving payment	2021-12-30	0
Number of terminated vested participants	2021-12-30	13
Fundng target for terminated vested participants	2021-12-30	1,434,054
Active participant vested funding target	2021-12-30	0
Number of active participants	2021-12-30	0
Total funding liabilities for active participants	2021-12-30	0
Total participant count	2021-12-30	13
Total funding target for all participants	2021-12-30	1,434,054
Balance at beginning of prior year after applicable adjustments	2021-12-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-30	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-30	0
Prefunding balanced used to offset prior years funding requirement	2021-12-30	0
Amount remaining of carryover balance	2021-12-30	0
Amount remaining of prefunding balance	2021-12-30	0
Present value of excess contributions	2021-12-30	137,679
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-30	137,679
Reductions in caryover balances due to elections or deemed elections	2021-12-30	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-30	0
Balance of carryovers at beginning of current year	2021-12-30	0
Balance of prefunding at beginning of current year	2021-12-30	0
Total employer contributions	2021-12-30	520,631
Total employee contributions	2021-12-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-30	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-30	518,979
Unpaid minimum required contributions for all prior years	2021-12-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-30	0
Remaining amount of unpaid minimum required contributions	2021-12-30	0
Minimum required contributions for current year target normal cost	2021-12-30	119,115
Net shortfall amortization installment of oustanding balance	2021-12-30	0
Waiver amortization installment	2021-12-30	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-30	0
Additional cash requirement	2021-12-30	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-30	518,979
Unpaid minimum required contributions for current year	2021-12-30	0
Unpaid minimum required contributions for all years	2021-12-30	0
2020: TAMMY L. MEISTER, DDS, MS, PA CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	1,361,339
Acturial value of plan assets	2020-12-31	1,361,339
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	7
Fundng target for terminated vested participants	2020-12-31	30,359
Active participant vested funding target	2020-12-31	1,117,947
Number of active participants	2020-12-31	8
Total funding liabilities for active participants	2020-12-31	1,117,947
Total participant count	2020-12-31	15
Total funding target for all participants	2020-12-31	1,148,306
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	141,325
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	141,325
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	138,500
Total employee contributions	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	137,679
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	147,194
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	137,679
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: TAMMY L. MEISTER, DDS, MS, PA CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,130,406
Acturial value of plan assets	2019-12-31	1,130,406
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	4
Fundng target for terminated vested participants	2019-12-31	21,343
Active participant vested funding target	2019-12-31	916,993
Number of active participants	2019-12-31	11
Total funding liabilities for active participants	2019-12-31	916,993
Total participant count	2019-12-31	15
Total funding target for all participants	2019-12-31	938,336
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	89,116
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	89,116
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	142,064
Total employee contributions	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	141,325
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	142,733
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	0
Additional cash requirement	2019-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	141,325
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: TAMMY L. MEISTER, DDS, MS, PA CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	807,562
Acturial value of plan assets	2018-12-31	807,562
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	4
Fundng target for terminated vested participants	2018-12-31	18,230
Active participant vested funding target	2018-12-31	722,753
Number of active participants	2018-12-31	9
Total funding liabilities for active participants	2018-12-31	722,753
Total participant count	2018-12-31	13
Total funding target for all participants	2018-12-31	740,983
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	143,494
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	143,494
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	161,565
Total employee contributions	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	160,172
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	137,635
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	71,056
Additional cash requirement	2018-12-31	71,056
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	160,172
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: TAMMY L. MEISTER, DDS, MS, PA CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	708,688
Acturial value of plan assets	2017-12-31	708,688
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	3,596
Active participant vested funding target	2017-12-31	554,833
Number of active participants	2017-12-31	10
Total funding liabilities for active participants	2017-12-31	554,833
Total participant count	2017-12-31	11
Total funding target for all participants	2017-12-31	558,429
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	106,388
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	106,388
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	144,473
Total employee contributions	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	143,494
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	131,444
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	0
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	143,494
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: TAMMY L. MEISTER, DDS, MS, PA CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	485,120
Acturial value of plan assets	2016-12-31	485,120
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	2,389
Active participant vested funding target	2016-12-31	391,291
Number of active participants	2016-12-31	9
Total funding liabilities for active participants	2016-12-31	391,291
Total participant count	2016-12-31	10
Total funding target for all participants	2016-12-31	393,680
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	78,057
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	78,057
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	141,309
Total employee contributions	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	139,828
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	124,880
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	33,440
Additional cash requirement	2016-12-31	33,440
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	139,828
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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TAMMY L. BURRELL, CPA LLC 401(K) RETIREMENT PLAN [EIN = 872743778]

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Company Name:	TAMMY L MEISTER, DDS, MA, PA
Employer identification number (EIN):	411860697
NAIC Classification:	621210
NAIC Description:	Offices of Dentists