401k Plan data: BARBRA J SELTZER DDS PC RETIREMENT PLAN AND TRUST plan

BARBRA J SELTZER DDS PC RETIREMENT PLAN AND TRUST 401k Plan overview

Plan Name	BARBRA J SELTZER DDS PC RETIREMENT PLAN AND TRUST
Plan identification number	001

BARBRA J SELTZER DDS PC RETIREMENT PLAN AND TRUST Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related 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

BARBRA J SELTZER DDS PC has sponsored the creation of one or more 401k plans.

Company Name: BARBRA J SELTZER DDS PC

Employer identification number (EIN): 471198459

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BARBRA J SELTZER DDS PC RETIREMENT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-09-01
001 2018-09-01
001 2017-09-01
001 2016-09-01 BARBRA SELTZER BARBRA SELTZER 2018-05-24
001 2015-09-01 BARBRA SELTZER BARBRA SELTZER 2017-06-01
001 2014-09-01 BARBRA SELTZER BARBRA SELTZER 2016-05-10
001 2013-09-01 BARBRA SELTZER BARBRA SELTZER 2015-06-09

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2019-09-01
001	2018-09-01
001	2017-09-01
001	2016-09-01	BARBRA SELTZER	BARBRA SELTZER	2018-05-24
001	2015-09-01	BARBRA SELTZER	BARBRA SELTZER	2017-06-01
001	2014-09-01	BARBRA SELTZER	BARBRA SELTZER	2016-05-10
001	2013-09-01	BARBRA SELTZER	BARBRA SELTZER	2015-06-09

Plan Statistics for BARBRA J SELTZER DDS PC RETIREMENT PLAN AND TRUST

401k plan membership statisitcs for BARBRA J SELTZER DDS PC RETIREMENT PLAN AND TRUST

Measure Date Value
2020: BARBRA J SELTZER DDS PC RETIREMENT PLAN AND TRUST 2020 401k membership
Market value of plan assets 2020-08-31 4,042,081
Acturial value of plan assets 2020-08-31 4,042,081
Funding target for retired participants and beneficiaries receiving payment 2020-08-31 0
Number of terminated vested participants 2020-08-31 0
Fundng target for terminated vested participants 2020-08-31 0
Active participant vested funding target 2020-08-31 4,200,642
Number of active participants 2020-08-31 2
Total funding liabilities for active participants 2020-08-31 4,200,642
Total participant count 2020-08-31 2
Total funding target for all participants 2020-08-31 4,200,642
Balance at beginning of prior year after applicable adjustments 2020-08-31 112,474
Prefunding balance at beginning of prior year after applicable adjustments 2020-08-31 133,087
Carryover balanced portion elected for use to offset prior years funding requirement 2020-08-31 0
Prefunding balanced used to offset prior years funding requirement 2020-08-31 0
Amount remaining of carryover balance 2020-08-31 112,474
Amount remaining of prefunding balance 2020-08-31 133,087
Present value of excess contributions 2020-08-31 4,256
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-08-31 4,382
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-08-31 4,382
Reductions in caryover balances due to elections or deemed elections 2020-08-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-08-31 0
Balance of carryovers at beginning of current year 2020-08-31 128,198
Balance of prefunding at beginning of current year 2020-08-31 141,423
Total employer contributions 2020-08-31 250,227
Total employee contributions 2020-08-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-08-31 250,227
Unpaid minimum required contributions for all prior years 2020-08-31 0
Remaining amount of unpaid minimum required contributions 2020-08-31 0
Minimum required contributions for current year target normal cost 2020-08-31 246,073
Net shortfall amortization installment of oustanding balance 2020-08-31 0
Waiver amortization installment 2020-08-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-08-31 246,073
Additional cash requirement 2020-08-31 246,073
Contributions allocatedtoward minimum required contributions for current year 2020-08-31 250,227
Unpaid minimum required contributions for current year 2020-08-31 0
Unpaid minimum required contributions for all years 2020-08-31 0
2019: BARBRA J SELTZER DDS PC RETIREMENT PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-09-01 2
Total number of active participants reported on line 7a of the Form 5500 2019-09-01 2
Number of retired or separated participants receiving benefits 2019-09-01 0
Number of other retired or separated participants entitled to future benefits 2019-09-01 0
Total of all active and inactive participants 2019-09-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-09-01 0
Total participants 2019-09-01 2
Number of participants with account balances 2019-09-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-09-01 0
Market value of plan assets 2019-08-31 3,351,556
Acturial value of plan assets 2019-08-31 3,351,556
Funding target for retired participants and beneficiaries receiving payment 2019-08-31 0
Number of terminated vested participants 2019-08-31 0
Fundng target for terminated vested participants 2019-08-31 0
Active participant vested funding target 2019-08-31 3,421,977
Number of active participants 2019-08-31 2
Total funding liabilities for active participants 2019-08-31 3,421,977
Total participant count 2019-08-31 2
Total funding target for all participants 2019-08-31 3,421,977
Balance at beginning of prior year after applicable adjustments 2019-08-31 105,307
Prefunding balance at beginning of prior year after applicable adjustments 2019-08-31 112,474
Carryover balanced portion elected for use to offset prior years funding requirement 2019-08-31 0
Prefunding balanced used to offset prior years funding requirement 2019-08-31 0
Amount remaining of carryover balance 2019-08-31 105,307
Amount remaining of prefunding balance 2019-08-31 112,474
Present value of excess contributions 2019-08-31 4,290
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-08-31 4,889
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-08-31 4,889
Reductions in caryover balances due to elections or deemed elections 2019-08-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-08-31 0
Balance of carryovers at beginning of current year 2019-08-31 107,824
Balance of prefunding at beginning of current year 2019-08-31 133,087
Total employer contributions 2019-08-31 256,413
Total employee contributions 2019-08-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-08-31 256,413
Unpaid minimum required contributions for all prior years 2019-08-31 0
Remaining amount of unpaid minimum required contributions 2019-08-31 0
Minimum required contributions for current year target normal cost 2019-08-31 252,157
Net shortfall amortization installment of oustanding balance 2019-08-31 0
Waiver amortization installment 2019-08-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-08-31 252,157
Additional cash requirement 2019-08-31 252,157
Contributions allocatedtoward minimum required contributions for current year 2019-08-31 256,413
Unpaid minimum required contributions for current year 2019-08-31 0
Unpaid minimum required contributions for all years 2019-08-31 0
2018: BARBRA J SELTZER DDS PC RETIREMENT PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-09-01 2
Total number of active participants reported on line 7a of the Form 5500 2018-09-01 2
Number of retired or separated participants receiving benefits 2018-09-01 0
Number of other retired or separated participants entitled to future benefits 2018-09-01 0
Total of all active and inactive participants 2018-09-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-09-01 0
Total participants 2018-09-01 2
Number of participants with account balances 2018-09-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-09-01 0
Market value of plan assets 2018-08-31 3,005,823
Acturial value of plan assets 2018-08-31 3,005,823
Funding target for retired participants and beneficiaries receiving payment 2018-08-31 0
Number of terminated vested participants 2018-08-31 0
Fundng target for terminated vested participants 2018-08-31 0
Active participant vested funding target 2018-08-31 3,111,027
Number of active participants 2018-08-31 2
Total funding liabilities for active participants 2018-08-31 3,111,027
Total participant count 2018-08-31 2
Total funding target for all participants 2018-08-31 3,111,027
Balance at beginning of prior year after applicable adjustments 2018-08-31 77,903
Prefunding balance at beginning of prior year after applicable adjustments 2018-08-31 105,307
Carryover balanced portion elected for use to offset prior years funding requirement 2018-08-31 0
Prefunding balanced used to offset prior years funding requirement 2018-08-31 0
Amount remaining of carryover balance 2018-08-31 77,903
Amount remaining of prefunding balance 2018-08-31 105,307
Present value of excess contributions 2018-08-31 4,541
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-08-31 4,650
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-08-31 4,650
Reductions in caryover balances due to elections or deemed elections 2018-08-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-08-31 0
Balance of carryovers at beginning of current year 2018-08-31 96,942
Balance of prefunding at beginning of current year 2018-08-31 112,474
Total employer contributions 2018-08-31 258,459
Total employee contributions 2018-08-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-08-31 258,459
Unpaid minimum required contributions for all prior years 2018-08-31 0
Remaining amount of unpaid minimum required contributions 2018-08-31 0
Minimum required contributions for current year target normal cost 2018-08-31 254,169
Net shortfall amortization installment of oustanding balance 2018-08-31 0
Waiver amortization installment 2018-08-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-08-31 254,169
Additional cash requirement 2018-08-31 254,169
Contributions allocatedtoward minimum required contributions for current year 2018-08-31 258,459
Unpaid minimum required contributions for current year 2018-08-31 0
Unpaid minimum required contributions for all years 2018-08-31 0
2017: BARBRA J SELTZER DDS PC RETIREMENT PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-09-01 2
Total number of active participants reported on line 7a of the Form 5500 2017-09-01 2
Number of retired or separated participants receiving benefits 2017-09-01 0
Number of other retired or separated participants entitled to future benefits 2017-09-01 0
Total of all active and inactive participants 2017-09-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-09-01 0
Total participants 2017-09-01 2
Number of participants with account balances 2017-09-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-09-01 0
Market value of plan assets 2017-08-31 2,410,322
Acturial value of plan assets 2017-08-31 2,410,322
Funding target for retired participants and beneficiaries receiving payment 2017-08-31 0
Number of terminated vested participants 2017-08-31 0
Fundng target for terminated vested participants 2017-08-31 0
Active participant vested funding target 2017-08-31 2,520,369
Number of active participants 2017-08-31 2
Total funding liabilities for active participants 2017-08-31 2,530,369
Total participant count 2017-08-31 2
Total funding target for all participants 2017-08-31 2,530,369
Balance at beginning of prior year after applicable adjustments 2017-08-31 73,911
Prefunding balance at beginning of prior year after applicable adjustments 2017-08-31 77,903
Carryover balanced portion elected for use to offset prior years funding requirement 2017-08-31 0
Prefunding balanced used to offset prior years funding requirement 2017-08-31 0
Amount remaining of carryover balance 2017-08-31 73,911
Amount remaining of prefunding balance 2017-08-31 77,903
Present value of excess contributions 2017-08-31 6,722
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-08-31 8,365
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-08-31 8,365
Reductions in caryover balances due to elections or deemed elections 2017-08-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-08-31 0
Balance of carryovers at beginning of current year 2017-08-31 91,975
Balance of prefunding at beginning of current year 2017-08-31 105,307
Total employer contributions 2017-08-31 273,542
Total employee contributions 2017-08-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-08-31 273,542
Unpaid minimum required contributions for all prior years 2017-08-31 0
Remaining amount of unpaid minimum required contributions 2017-08-31 0
Minimum required contributions for current year target normal cost 2017-08-31 269,001
Net shortfall amortization installment of oustanding balance 2017-08-31 0
Waiver amortization installment 2017-08-31 0
Waived amount of outstanding balance 2017-08-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-08-31 269,001
Additional cash requirement 2017-08-31 269,001
Contributions allocatedtoward minimum required contributions for current year 2017-08-31 273,542
Unpaid minimum required contributions for current year 2017-08-31 0
Unpaid minimum required contributions for all years 2017-08-31 0
2016: BARBRA J SELTZER DDS PC RETIREMENT PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-09-01 2
Total number of active participants reported on line 7a of the Form 5500 2016-09-01 2
Number of retired or separated participants receiving benefits 2016-09-01 0
Number of other retired or separated participants entitled to future benefits 2016-09-01 0
Total of all active and inactive participants 2016-09-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-09-01 0
Total participants 2016-09-01 2
Number of participants with account balances 2016-09-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-09-01 0
2015: BARBRA J SELTZER DDS PC RETIREMENT PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-09-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-09-01 2
Number of retired or separated participants receiving benefits 2015-09-01 0
Number of other retired or separated participants entitled to future benefits 2015-09-01 0
Total of all active and inactive participants 2015-09-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-09-01 0
Total participants 2015-09-01 2
Number of participants with account balances 2015-09-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-09-01 0
2014: BARBRA J SELTZER DDS PC RETIREMENT PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-09-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-09-01 2
Number of retired or separated participants receiving benefits 2014-09-01 0
Number of other retired or separated participants entitled to future benefits 2014-09-01 0
Total of all active and inactive participants 2014-09-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-09-01 0
Total participants 2014-09-01 2
Number of participants with account balances 2014-09-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-09-01 0
2013: BARBRA J SELTZER DDS PC RETIREMENT PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-09-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-09-01 2
Number of retired or separated participants receiving benefits 2013-09-01 0
Number of other retired or separated participants entitled to future benefits 2013-09-01 0
Total of all active and inactive participants 2013-09-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-09-01 0
Total participants 2013-09-01 2
Number of participants with account balances 2013-09-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-09-01 0

Measure	Date	Value
2020: BARBRA J SELTZER DDS PC RETIREMENT PLAN AND TRUST 2020 401k membership
Market value of plan assets	2020-08-31	4,042,081
Acturial value of plan assets	2020-08-31	4,042,081
Funding target for retired participants and beneficiaries receiving payment	2020-08-31	0
Number of terminated vested participants	2020-08-31	0
Fundng target for terminated vested participants	2020-08-31	0
Active participant vested funding target	2020-08-31	4,200,642
Number of active participants	2020-08-31	2
Total funding liabilities for active participants	2020-08-31	4,200,642
Total participant count	2020-08-31	2
Total funding target for all participants	2020-08-31	4,200,642
Balance at beginning of prior year after applicable adjustments	2020-08-31	112,474
Prefunding balance at beginning of prior year after applicable adjustments	2020-08-31	133,087
Carryover balanced portion elected for use to offset prior years funding requirement	2020-08-31	0
Prefunding balanced used to offset prior years funding requirement	2020-08-31	0
Amount remaining of carryover balance	2020-08-31	112,474
Amount remaining of prefunding balance	2020-08-31	133,087
Present value of excess contributions	2020-08-31	4,256
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-08-31	4,382
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-08-31	4,382
Reductions in caryover balances due to elections or deemed elections	2020-08-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-08-31	0
Balance of carryovers at beginning of current year	2020-08-31	128,198
Balance of prefunding at beginning of current year	2020-08-31	141,423
Total employer contributions	2020-08-31	250,227
Total employee contributions	2020-08-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-08-31	250,227
Unpaid minimum required contributions for all prior years	2020-08-31	0
Remaining amount of unpaid minimum required contributions	2020-08-31	0
Minimum required contributions for current year target normal cost	2020-08-31	246,073
Net shortfall amortization installment of oustanding balance	2020-08-31	0
Waiver amortization installment	2020-08-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-08-31	246,073
Additional cash requirement	2020-08-31	246,073
Contributions allocatedtoward minimum required contributions for current year	2020-08-31	250,227
Unpaid minimum required contributions for current year	2020-08-31	0
Unpaid minimum required contributions for all years	2020-08-31	0
2019: BARBRA J SELTZER DDS PC RETIREMENT PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-09-01	2
Total number of active participants reported on line 7a of the Form 5500	2019-09-01	2
Number of retired or separated participants receiving benefits	2019-09-01	0
Number of other retired or separated participants entitled to future benefits	2019-09-01	0
Total of all active and inactive participants	2019-09-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-09-01	0
Total participants	2019-09-01	2
Number of participants with account balances	2019-09-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-09-01	0
Market value of plan assets	2019-08-31	3,351,556
Acturial value of plan assets	2019-08-31	3,351,556
Funding target for retired participants and beneficiaries receiving payment	2019-08-31	0
Number of terminated vested participants	2019-08-31	0
Fundng target for terminated vested participants	2019-08-31	0
Active participant vested funding target	2019-08-31	3,421,977
Number of active participants	2019-08-31	2
Total funding liabilities for active participants	2019-08-31	3,421,977
Total participant count	2019-08-31	2
Total funding target for all participants	2019-08-31	3,421,977
Balance at beginning of prior year after applicable adjustments	2019-08-31	105,307
Prefunding balance at beginning of prior year after applicable adjustments	2019-08-31	112,474
Carryover balanced portion elected for use to offset prior years funding requirement	2019-08-31	0
Prefunding balanced used to offset prior years funding requirement	2019-08-31	0
Amount remaining of carryover balance	2019-08-31	105,307
Amount remaining of prefunding balance	2019-08-31	112,474
Present value of excess contributions	2019-08-31	4,290
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-08-31	4,889
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-08-31	4,889
Reductions in caryover balances due to elections or deemed elections	2019-08-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-08-31	0
Balance of carryovers at beginning of current year	2019-08-31	107,824
Balance of prefunding at beginning of current year	2019-08-31	133,087
Total employer contributions	2019-08-31	256,413
Total employee contributions	2019-08-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-08-31	256,413
Unpaid minimum required contributions for all prior years	2019-08-31	0
Remaining amount of unpaid minimum required contributions	2019-08-31	0
Minimum required contributions for current year target normal cost	2019-08-31	252,157
Net shortfall amortization installment of oustanding balance	2019-08-31	0
Waiver amortization installment	2019-08-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-08-31	252,157
Additional cash requirement	2019-08-31	252,157
Contributions allocatedtoward minimum required contributions for current year	2019-08-31	256,413
Unpaid minimum required contributions for current year	2019-08-31	0
Unpaid minimum required contributions for all years	2019-08-31	0
2018: BARBRA J SELTZER DDS PC RETIREMENT PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-09-01	2
Total number of active participants reported on line 7a of the Form 5500	2018-09-01	2
Number of retired or separated participants receiving benefits	2018-09-01	0
Number of other retired or separated participants entitled to future benefits	2018-09-01	0
Total of all active and inactive participants	2018-09-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-09-01	0
Total participants	2018-09-01	2
Number of participants with account balances	2018-09-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-09-01	0
Market value of plan assets	2018-08-31	3,005,823
Acturial value of plan assets	2018-08-31	3,005,823
Funding target for retired participants and beneficiaries receiving payment	2018-08-31	0
Number of terminated vested participants	2018-08-31	0
Fundng target for terminated vested participants	2018-08-31	0
Active participant vested funding target	2018-08-31	3,111,027
Number of active participants	2018-08-31	2
Total funding liabilities for active participants	2018-08-31	3,111,027
Total participant count	2018-08-31	2
Total funding target for all participants	2018-08-31	3,111,027
Balance at beginning of prior year after applicable adjustments	2018-08-31	77,903
Prefunding balance at beginning of prior year after applicable adjustments	2018-08-31	105,307
Carryover balanced portion elected for use to offset prior years funding requirement	2018-08-31	0
Prefunding balanced used to offset prior years funding requirement	2018-08-31	0
Amount remaining of carryover balance	2018-08-31	77,903
Amount remaining of prefunding balance	2018-08-31	105,307
Present value of excess contributions	2018-08-31	4,541
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-08-31	4,650
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-08-31	4,650
Reductions in caryover balances due to elections or deemed elections	2018-08-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-08-31	0
Balance of carryovers at beginning of current year	2018-08-31	96,942
Balance of prefunding at beginning of current year	2018-08-31	112,474
Total employer contributions	2018-08-31	258,459
Total employee contributions	2018-08-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-08-31	258,459
Unpaid minimum required contributions for all prior years	2018-08-31	0
Remaining amount of unpaid minimum required contributions	2018-08-31	0
Minimum required contributions for current year target normal cost	2018-08-31	254,169
Net shortfall amortization installment of oustanding balance	2018-08-31	0
Waiver amortization installment	2018-08-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-08-31	254,169
Additional cash requirement	2018-08-31	254,169
Contributions allocatedtoward minimum required contributions for current year	2018-08-31	258,459
Unpaid minimum required contributions for current year	2018-08-31	0
Unpaid minimum required contributions for all years	2018-08-31	0
2017: BARBRA J SELTZER DDS PC RETIREMENT PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-09-01	2
Total number of active participants reported on line 7a of the Form 5500	2017-09-01	2
Number of retired or separated participants receiving benefits	2017-09-01	0
Number of other retired or separated participants entitled to future benefits	2017-09-01	0
Total of all active and inactive participants	2017-09-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-09-01	0
Total participants	2017-09-01	2
Number of participants with account balances	2017-09-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-09-01	0
Market value of plan assets	2017-08-31	2,410,322
Acturial value of plan assets	2017-08-31	2,410,322
Funding target for retired participants and beneficiaries receiving payment	2017-08-31	0
Number of terminated vested participants	2017-08-31	0
Fundng target for terminated vested participants	2017-08-31	0
Active participant vested funding target	2017-08-31	2,520,369
Number of active participants	2017-08-31	2
Total funding liabilities for active participants	2017-08-31	2,530,369
Total participant count	2017-08-31	2
Total funding target for all participants	2017-08-31	2,530,369
Balance at beginning of prior year after applicable adjustments	2017-08-31	73,911
Prefunding balance at beginning of prior year after applicable adjustments	2017-08-31	77,903
Carryover balanced portion elected for use to offset prior years funding requirement	2017-08-31	0
Prefunding balanced used to offset prior years funding requirement	2017-08-31	0
Amount remaining of carryover balance	2017-08-31	73,911
Amount remaining of prefunding balance	2017-08-31	77,903
Present value of excess contributions	2017-08-31	6,722
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-08-31	8,365
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-08-31	8,365
Reductions in caryover balances due to elections or deemed elections	2017-08-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-08-31	0
Balance of carryovers at beginning of current year	2017-08-31	91,975
Balance of prefunding at beginning of current year	2017-08-31	105,307
Total employer contributions	2017-08-31	273,542
Total employee contributions	2017-08-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-08-31	273,542
Unpaid minimum required contributions for all prior years	2017-08-31	0
Remaining amount of unpaid minimum required contributions	2017-08-31	0
Minimum required contributions for current year target normal cost	2017-08-31	269,001
Net shortfall amortization installment of oustanding balance	2017-08-31	0
Waiver amortization installment	2017-08-31	0
Waived amount of outstanding balance	2017-08-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-08-31	269,001
Additional cash requirement	2017-08-31	269,001
Contributions allocatedtoward minimum required contributions for current year	2017-08-31	273,542
Unpaid minimum required contributions for current year	2017-08-31	0
Unpaid minimum required contributions for all years	2017-08-31	0
2016: BARBRA J SELTZER DDS PC RETIREMENT PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-09-01	2
Total number of active participants reported on line 7a of the Form 5500	2016-09-01	2
Number of retired or separated participants receiving benefits	2016-09-01	0
Number of other retired or separated participants entitled to future benefits	2016-09-01	0
Total of all active and inactive participants	2016-09-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-09-01	0
Total participants	2016-09-01	2
Number of participants with account balances	2016-09-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-09-01	0
2015: BARBRA J SELTZER DDS PC RETIREMENT PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-09-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-09-01	2
Number of retired or separated participants receiving benefits	2015-09-01	0
Number of other retired or separated participants entitled to future benefits	2015-09-01	0
Total of all active and inactive participants	2015-09-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-09-01	0
Total participants	2015-09-01	2
Number of participants with account balances	2015-09-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-09-01	0
2014: BARBRA J SELTZER DDS PC RETIREMENT PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-09-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-09-01	2
Number of retired or separated participants receiving benefits	2014-09-01	0
Number of other retired or separated participants entitled to future benefits	2014-09-01	0
Total of all active and inactive participants	2014-09-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-09-01	0
Total participants	2014-09-01	2
Number of participants with account balances	2014-09-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-09-01	0
2013: BARBRA J SELTZER DDS PC RETIREMENT PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-09-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-09-01	2
Number of retired or separated participants receiving benefits	2013-09-01	0
Number of other retired or separated participants entitled to future benefits	2013-09-01	0
Total of all active and inactive participants	2013-09-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-09-01	0
Total participants	2013-09-01	2
Number of participants with account balances	2013-09-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-09-01	0

Financial Data on BARBRA J SELTZER DDS PC RETIREMENT PLAN AND TRUST

Measure	Date	Value
2020 : BARBRA J SELTZER DDS PC RETIREMENT PLAN AND TRUST 2020 401k financial data
Transfers to/from the plan	2020-08-31	$0
Total plan liabilities at end of year	2020-08-31	$0
Total plan liabilities at beginning of year	2020-08-31	$0
Total income from all sources	2020-08-31	$690,525
Expenses. Total of all expenses incurred	2020-08-31	$0
Benefits paid (including direct rollovers)	2020-08-31	$0
Total plan assets at end of year	2020-08-31	$4,042,081
Total plan assets at beginning of year	2020-08-31	$3,351,556
Total contributions received or receivable from participants	2020-08-31	$0
Expenses. Other expenses not covered elsewhere	2020-08-31	$0
Contributions received from other sources (not participants or employers)	2020-08-31	$0
Other income received	2020-08-31	$440,298
Noncash contributions received	2020-08-31	$0
Net income (gross income less expenses)	2020-08-31	$690,525
Net plan assets at end of year (total assets less liabilities)	2020-08-31	$4,042,081
Net plan assets at beginning of year (total assets less liabilities)	2020-08-31	$3,351,556
Total contributions received or receivable from employer(s)	2020-08-31	$250,227
Value of certain deemed distributions of participant loans	2020-08-31	$0
Value of corrective distributions	2020-08-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-08-31	$0
2019 : BARBRA J SELTZER DDS PC RETIREMENT PLAN AND TRUST 2019 401k financial data
Transfers to/from the plan	2019-08-31	$0
Total plan liabilities at end of year	2019-08-31	$0
Total plan liabilities at beginning of year	2019-08-31	$0
Total income from all sources	2019-08-31	$345,733
Expenses. Total of all expenses incurred	2019-08-31	$0
Benefits paid (including direct rollovers)	2019-08-31	$0
Total plan assets at end of year	2019-08-31	$3,351,556
Total plan assets at beginning of year	2019-08-31	$3,005,823
Total contributions received or receivable from participants	2019-08-31	$0
Expenses. Other expenses not covered elsewhere	2019-08-31	$0
Contributions received from other sources (not participants or employers)	2019-08-31	$0
Other income received	2019-08-31	$89,320
Noncash contributions received	2019-08-31	$0
Net income (gross income less expenses)	2019-08-31	$345,733
Net plan assets at end of year (total assets less liabilities)	2019-08-31	$3,351,556
Net plan assets at beginning of year (total assets less liabilities)	2019-08-31	$3,005,823
Total contributions received or receivable from employer(s)	2019-08-31	$256,413
Value of certain deemed distributions of participant loans	2019-08-31	$0
Value of corrective distributions	2019-08-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-08-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-08-31	$0
2018 : BARBRA J SELTZER DDS PC RETIREMENT PLAN AND TRUST 2018 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-08-31	$0
2017 : BARBRA J SELTZER DDS PC RETIREMENT PLAN AND TRUST 2017 401k financial data
Transfers to/from the plan	2017-08-31	$0
Total plan liabilities at end of year	2017-08-31	$0
Total plan liabilities at beginning of year	2017-08-31	$0
Total income from all sources	2017-08-31	$323,495
Expenses. Total of all expenses incurred	2017-08-31	$0
Benefits paid (including direct rollovers)	2017-08-31	$0
Total plan assets at end of year	2017-08-31	$2,410,322
Total plan assets at beginning of year	2017-08-31	$2,086,827
Total contributions received or receivable from participants	2017-08-31	$0
Expenses. Other expenses not covered elsewhere	2017-08-31	$0
Contributions received from other sources (not participants or employers)	2017-08-31	$0
Other income received	2017-08-31	$49,953
Noncash contributions received	2017-08-31	$0
Net income (gross income less expenses)	2017-08-31	$323,495
Net plan assets at end of year (total assets less liabilities)	2017-08-31	$2,410,322
Net plan assets at beginning of year (total assets less liabilities)	2017-08-31	$2,086,827
Total contributions received or receivable from employer(s)	2017-08-31	$273,542
Value of certain deemed distributions of participant loans	2017-08-31	$0
Value of corrective distributions	2017-08-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-08-31	$0
2016 : BARBRA J SELTZER DDS PC RETIREMENT PLAN AND TRUST 2016 401k financial data
Transfers to/from the plan	2016-08-31	$0
Total plan liabilities at end of year	2016-08-31	$0
Total plan liabilities at beginning of year	2016-08-31	$0
Total income from all sources	2016-08-31	$638,430
Expenses. Total of all expenses incurred	2016-08-31	$0
Benefits paid (including direct rollovers)	2016-08-31	$0
Total plan assets at end of year	2016-08-31	$2,086,827
Total plan assets at beginning of year	2016-08-31	$1,448,397
Total contributions received or receivable from participants	2016-08-31	$0
Expenses. Other expenses not covered elsewhere	2016-08-31	$0
Contributions received from other sources (not participants or employers)	2016-08-31	$0
Other income received	2016-08-31	$353,964
Noncash contributions received	2016-08-31	$0
Net income (gross income less expenses)	2016-08-31	$638,430
Net plan assets at end of year (total assets less liabilities)	2016-08-31	$2,086,827
Net plan assets at beginning of year (total assets less liabilities)	2016-08-31	$1,448,397
Total contributions received or receivable from employer(s)	2016-08-31	$284,466
Value of certain deemed distributions of participant loans	2016-08-31	$0
Value of corrective distributions	2016-08-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-08-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-08-31	$0
2015 : BARBRA J SELTZER DDS PC RETIREMENT PLAN AND TRUST 2015 401k financial data
Transfers to/from the plan	2015-08-31	$0
Total plan liabilities at end of year	2015-08-31	$0
Total plan liabilities at beginning of year	2015-08-31	$0
Total income from all sources	2015-08-31	$1,333,999
Expenses. Total of all expenses incurred	2015-08-31	$0
Benefits paid (including direct rollovers)	2015-08-31	$0
Total plan assets at end of year	2015-08-31	$1,448,397
Total plan assets at beginning of year	2015-08-31	$114,398
Total contributions received or receivable from participants	2015-08-31	$0
Expenses. Other expenses not covered elsewhere	2015-08-31	$0
Contributions received from other sources (not participants or employers)	2015-08-31	$1,104,459
Other income received	2015-08-31	$-10,945
Noncash contributions received	2015-08-31	$0
Net income (gross income less expenses)	2015-08-31	$1,333,999
Net plan assets at end of year (total assets less liabilities)	2015-08-31	$1,448,397
Net plan assets at beginning of year (total assets less liabilities)	2015-08-31	$114,398
Total contributions received or receivable from employer(s)	2015-08-31	$240,485
Value of certain deemed distributions of participant loans	2015-08-31	$0
Value of corrective distributions	2015-08-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-08-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-08-31	$0
2014 : BARBRA J SELTZER DDS PC RETIREMENT PLAN AND TRUST 2014 401k financial data
Transfers to/from the plan	2014-08-31	$0
Total plan liabilities at end of year	2014-08-31	$0
Total plan liabilities at beginning of year	2014-08-31	$0
Total income from all sources	2014-08-31	$114,398
Expenses. Total of all expenses incurred	2014-08-31	$0
Benefits paid (including direct rollovers)	2014-08-31	$0
Total plan assets at end of year	2014-08-31	$114,398
Total plan assets at beginning of year	2014-08-31	$0
Total contributions received or receivable from participants	2014-08-31	$0
Expenses. Other expenses not covered elsewhere	2014-08-31	$0
Contributions received from other sources (not participants or employers)	2014-08-31	$0
Other income received	2014-08-31	$0
Noncash contributions received	2014-08-31	$0
Net income (gross income less expenses)	2014-08-31	$114,398
Net plan assets at end of year (total assets less liabilities)	2014-08-31	$114,398
Net plan assets at beginning of year (total assets less liabilities)	2014-08-31	$0
Total contributions received or receivable from employer(s)	2014-08-31	$114,398
Value of certain deemed distributions of participant loans	2014-08-31	$0
Value of corrective distributions	2014-08-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-08-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-08-31	$0

Form 5500 Responses for BARBRA J SELTZER DDS PC RETIREMENT PLAN AND TRUST

2019: BARBRA J SELTZER DDS PC RETIREMENT PLAN AND TRUST 2019 form 5500 responses
2019-09-01	Type of plan entity	Single employer plan
2019-09-01	Submission has been amended	No
2019-09-01	This submission is the final filing	No
2019-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-09-01	Plan is a collectively bargained plan	No
2019-09-01	Plan funding arrangement – Trust	Yes
2019-09-01	Plan benefit arrangement - Trust	Yes
2018: BARBRA J SELTZER DDS PC RETIREMENT PLAN AND TRUST 2018 form 5500 responses
2018-09-01	Type of plan entity	Single employer plan
2018-09-01	Submission has been amended	No
2018-09-01	This submission is the final filing	No
2018-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-09-01	Plan is a collectively bargained plan	No
2018-09-01	Plan funding arrangement – Trust	Yes
2018-09-01	Plan benefit arrangement - Trust	Yes
2017: BARBRA J SELTZER DDS PC RETIREMENT PLAN AND TRUST 2017 form 5500 responses
2017-09-01	Type of plan entity	Single employer plan
2017-09-01	Submission has been amended	No
2017-09-01	This submission is the final filing	No
2017-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-09-01	Plan is a collectively bargained plan	No
2017-09-01	Plan funding arrangement – Trust	Yes
2017-09-01	Plan benefit arrangement - Trust	Yes
2016: BARBRA J SELTZER DDS PC RETIREMENT PLAN AND TRUST 2016 form 5500 responses
2016-09-01	Type of plan entity	Single employer plan
2016-09-01	Submission has been amended	No
2016-09-01	This submission is the final filing	No
2016-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-09-01	Plan is a collectively bargained plan	No
2016-09-01	Plan funding arrangement – Trust	Yes
2016-09-01	Plan benefit arrangement - Trust	Yes
2015: BARBRA J SELTZER DDS PC RETIREMENT PLAN AND TRUST 2015 form 5500 responses
2015-09-01	Type of plan entity	Single employer plan
2015-09-01	Submission has been amended	No
2015-09-01	This submission is the final filing	No
2015-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-09-01	Plan is a collectively bargained plan	No
2015-09-01	Plan funding arrangement – Trust	Yes
2015-09-01	Plan benefit arrangement - Trust	Yes
2014: BARBRA J SELTZER DDS PC RETIREMENT PLAN AND TRUST 2014 form 5500 responses
2014-09-01	Type of plan entity	Single employer plan
2014-09-01	Submission has been amended	No
2014-09-01	This submission is the final filing	No
2014-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-09-01	Plan is a collectively bargained plan	No
2014-09-01	Plan funding arrangement – Trust	Yes
2014-09-01	Plan benefit arrangement - Trust	Yes
2013: BARBRA J SELTZER DDS PC RETIREMENT PLAN AND TRUST 2013 form 5500 responses
2013-09-01	Type of plan entity	Single employer plan
2013-09-01	First time form 5500 has been submitted	Yes
2013-09-01	Submission has been amended	No
2013-09-01	This submission is the final filing	No
2013-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-09-01	Plan is a collectively bargained plan	No
2013-09-01	Plan funding arrangement – Trust	Yes
2013-09-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BARBRA J SELTZER DDS PC
Employer identification number (EIN):	471198459
NAIC Classification:	621210
NAIC Description:	Offices of Dentists