401k Plan data: SMILE DENTAL ASSOCIATES, LLC CASH BALANCE PENSION PLAN AND TRUST plan

SMILE DENTAL ASSOCIATES, LLC CASH BALANCE PENSION PLAN AND TRUST 401k Plan overview

Plan Name	SMILE DENTAL ASSOCIATES, LLC CASH BALANCE PENSION PLAN AND TRUST
Plan identification number	002

SMILE DENTAL ASSOCIATES, LLC CASH BALANCE PENSION PLAN AND TRUST Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SMILE DENTAL ASSOCIATES, LLC has sponsored the creation of one or more 401k plans.

Company Name: SMILE DENTAL ASSOCIATES, LLC

Employer identification number (EIN): 475634660

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SMILE DENTAL ASSOCIATES, LLC CASH BALANCE PENSION PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 TROY HUTINGER 2024-10-09 TROY HUTINGER 2024-10-09
002 2022-01-01 TROY HUTINGER 2023-07-10 TROY HUTINGER 2023-07-10
002 2021-01-01 TROY HUTINGER 2022-09-12 TROY HUTINGER 2022-09-12
002 2020-01-01 KENT JOHNSON 2021-09-20 KENT JOHNSON 2021-09-20
002 2019-01-01 KENT JOHNSON 2020-10-12 KENT JOHNSON 2020-10-12
002 2018-01-01 KENT JOHNSON 2019-10-03 KENT JOHNSON 2019-10-03
002 2017-01-01 KENT E JOHNSON 2018-10-15 KENT E JOHNSON 2018-10-15
002 2016-01-01 KENT JOHNSON 2017-07-26 KENT JOHNSON 2017-07-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	TROY HUTINGER	2024-10-09	TROY HUTINGER	2024-10-09
002	2022-01-01	TROY HUTINGER	2023-07-10	TROY HUTINGER	2023-07-10
002	2021-01-01	TROY HUTINGER	2022-09-12	TROY HUTINGER	2022-09-12
002	2020-01-01	KENT JOHNSON	2021-09-20	KENT JOHNSON	2021-09-20
002	2019-01-01	KENT JOHNSON	2020-10-12	KENT JOHNSON	2020-10-12
002	2018-01-01	KENT JOHNSON	2019-10-03	KENT JOHNSON	2019-10-03
002	2017-01-01	KENT E JOHNSON	2018-10-15	KENT E JOHNSON	2018-10-15
002	2016-01-01	KENT JOHNSON	2017-07-26	KENT JOHNSON	2017-07-26

Plan Statistics for SMILE DENTAL ASSOCIATES, LLC CASH BALANCE PENSION PLAN AND TRUST

401k plan membership statisitcs for SMILE DENTAL ASSOCIATES, LLC CASH BALANCE PENSION PLAN AND TRUST

Measure Date Value
2022: SMILE DENTAL ASSOCIATES, LLC CASH BALANCE PENSION PLAN AND TRUST 2022 401k membership
Market value of plan assets 2022-12-31 1,020,030
Acturial value of plan assets 2022-12-31 1,020,030
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 4
Fundng target for terminated vested participants 2022-12-31 16,970
Active participant vested funding target 2022-12-31 1,267,257
Number of active participants 2022-12-31 17
Total funding liabilities for active participants 2022-12-31 1,269,334
Total participant count 2022-12-31 21
Total funding target for all participants 2022-12-31 1,286,304
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 25,798
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 25,798
Present value of excess contributions 2022-12-31 10,882
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 10,882
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 10,882
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 36,213
Total employer contributions 2022-12-31 125,000
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 125,011
Liquidity shortfalls end of Q1 2022-12-31 0
Liquidity shortfalls end of Q2 2022-12-31 0
Liquidity shortfalls end of Q3 2022-12-31 0
Liquidity shortfalls end of Q4 2022-12-31 0
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 0
Net shortfall amortization installment of oustanding balance 2022-12-31 304,620
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 28,592
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 28,592
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 125,011
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: SMILE DENTAL ASSOCIATES, LLC CASH BALANCE PENSION PLAN AND TRUST 2021 401k membership
Market value of plan assets 2021-12-31 979,283
Acturial value of plan assets 2021-12-31 979,283
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 7
Fundng target for terminated vested participants 2021-12-31 27,834
Active participant vested funding target 2021-12-31 1,028,096
Number of active participants 2021-12-31 16
Total funding liabilities for active participants 2021-12-31 1,028,096
Total participant count 2021-12-31 23
Total funding target for all participants 2021-12-31 1,055,930
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 21,031
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 21,031
Present value of excess contributions 2021-12-31 5,398
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 5,398
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 5,398
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 25,798
Total employer contributions 2021-12-31 207,713
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 2021-12-31 202,413
Liquidity shortfalls end of Q1 2021-12-31 0
Liquidity shortfalls end of Q2 2021-12-31 0
Liquidity shortfalls end of Q3 2021-12-31 0
Liquidity shortfalls end of Q4 2021-12-31 0
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 2021-12-31 181,834
Net shortfall amortization installment of oustanding balance 2021-12-31 104,003
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 191,531
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 191,531
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 202,413
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: SMILE DENTAL ASSOCIATES, LLC CASH BALANCE PENSION PLAN AND TRUST 2020 401k membership
Market value of plan assets 2020-12-31 792,473
Acturial value of plan assets 2020-12-31 792,473
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 5
Fundng target for terminated vested participants 2020-12-31 20,992
Active participant vested funding target 2020-12-31 801,157
Number of active participants 2020-12-31 17
Total funding liabilities for active participants 2020-12-31 801,684
Total participant count 2020-12-31 22
Total funding target for all participants 2020-12-31 822,676
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 10,945
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 10,945
Present value of excess contributions 2020-12-31 8,873
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 8,873
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 8,873
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 21,031
Total employer contributions 2020-12-31 204,449
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 2020-12-31 201,781
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 2020-12-31 187,885
Net shortfall amortization installment of oustanding balance 2020-12-31 52,466
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 196,383
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 196,383
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 201,781
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: SMILE DENTAL ASSOCIATES, LLC CASH BALANCE PENSION PLAN AND TRUST 2019 401k membership
Market value of plan assets 2019-12-31 616,724
Acturial value of plan assets 2019-12-31 616,724
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 2
Fundng target for terminated vested participants 2019-12-31 3,821
Active participant vested funding target 2019-12-31 593,342
Number of active participants 2019-12-31 17
Total funding liabilities for active participants 2019-12-31 594,501
Total participant count 2019-12-31 19
Total funding target for all participants 2019-12-31 598,322
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 6,699
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 6,699
Present value of excess contributions 2019-12-31 4,744
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 4,744
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 4,744
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 10,945
Total employer contributions 2019-12-31 196,540
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 2019-12-31 190,628
Liquidity shortfalls end of Q1 2019-12-31 0
Liquidity shortfalls end of Q2 2019-12-31 0
Liquidity shortfalls end of Q3 2019-12-31 0
Liquidity shortfalls end of Q4 2019-12-31 0
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 188,605
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 2019-12-31 181,755
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 2019-12-31 181,755
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 190,628
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: SMILE DENTAL ASSOCIATES, LLC CASH BALANCE PENSION PLAN AND TRUST 2018 401k membership
Market value of plan assets 2018-12-31 355,554
Acturial value of plan assets 2018-12-31 355,554
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 2
Fundng target for terminated vested participants 2018-12-31 1,431
Active participant vested funding target 2018-12-31 382,683
Number of active participants 2018-12-31 13
Total funding liabilities for active participants 2018-12-31 382,683
Total participant count 2018-12-31 15
Total funding target for all participants 2018-12-31 384,114
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 8,017
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 1,644
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 6,373
Present value of excess contributions 2018-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 0
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 6,699
Total employer contributions 2018-12-31 207,669
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 2018-12-31 196,956
Liquidity shortfalls end of Q1 2018-12-31 0
Liquidity shortfalls end of Q2 2018-12-31 0
Liquidity shortfalls end of Q3 2018-12-31 0
Liquidity shortfalls end of Q4 2018-12-31 0
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 186,350
Net shortfall amortization installment of oustanding balance 2018-12-31 35,622
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 192,212
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 2018-12-31 192,212
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 196,956
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: SMILE DENTAL ASSOCIATES, LLC CASH BALANCE PENSION PLAN AND TRUST 2017 401k membership
Market value of plan assets 2017-12-31 191,087
Acturial value of plan assets 2017-12-31 191,087
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 0
Fundng target for terminated vested participants 2017-12-31 0
Active participant vested funding target 2017-12-31 185,053
Number of active participants 2017-12-31 12
Total funding liabilities for active participants 2017-12-31 185,053
Total participant count 2017-12-31 12
Total funding target for all participants 2017-12-31 185,053
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
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 0
Present value of excess contributions 2017-12-31 8,017
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 8,017
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 8,017
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 8,017
Total employer contributions 2017-12-31 183,991
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 2017-12-31 178,093
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 2017-12-31 179,428
Net shortfall amortization installment of oustanding balance 2017-12-31 2,417
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 179,825
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 1,732
Additional cash requirement 2017-12-31 178,093
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 178,093
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: SMILE DENTAL ASSOCIATES, LLC CASH BALANCE PENSION PLAN AND TRUST 2016 401k membership
Market value of plan assets 2016-12-31 0
Acturial value of plan assets 2016-12-31 0
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 0
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 0
Number of active participants 2016-12-31 12
Total funding liabilities for active participants 2016-12-31 0
Total participant count 2016-12-31 12
Total funding target for all participants 2016-12-31 0
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
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 0
Present value of excess contributions 2016-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 183,736
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 2016-12-31 182,804
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 2016-12-31 174,787
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 174,787
Additional cash requirement 2016-12-31 174,787
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 182,804
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2022: SMILE DENTAL ASSOCIATES, LLC CASH BALANCE PENSION PLAN AND TRUST 2022 401k membership
Market value of plan assets	2022-12-31	1,020,030
Acturial value of plan assets	2022-12-31	1,020,030
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	4
Fundng target for terminated vested participants	2022-12-31	16,970
Active participant vested funding target	2022-12-31	1,267,257
Number of active participants	2022-12-31	17
Total funding liabilities for active participants	2022-12-31	1,269,334
Total participant count	2022-12-31	21
Total funding target for all participants	2022-12-31	1,286,304
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	25,798
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	25,798
Present value of excess contributions	2022-12-31	10,882
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	10,882
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	10,882
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	36,213
Total employer contributions	2022-12-31	125,000
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	125,011
Liquidity shortfalls end of Q1	2022-12-31	0
Liquidity shortfalls end of Q2	2022-12-31	0
Liquidity shortfalls end of Q3	2022-12-31	0
Liquidity shortfalls end of Q4	2022-12-31	0
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	0
Net shortfall amortization installment of oustanding balance	2022-12-31	304,620
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	28,592
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	28,592
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	125,011
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: SMILE DENTAL ASSOCIATES, LLC CASH BALANCE PENSION PLAN AND TRUST 2021 401k membership
Market value of plan assets	2021-12-31	979,283
Acturial value of plan assets	2021-12-31	979,283
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	7
Fundng target for terminated vested participants	2021-12-31	27,834
Active participant vested funding target	2021-12-31	1,028,096
Number of active participants	2021-12-31	16
Total funding liabilities for active participants	2021-12-31	1,028,096
Total participant count	2021-12-31	23
Total funding target for all participants	2021-12-31	1,055,930
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	21,031
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	21,031
Present value of excess contributions	2021-12-31	5,398
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	5,398
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	5,398
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	25,798
Total employer contributions	2021-12-31	207,713
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	202,413
Liquidity shortfalls end of Q1	2021-12-31	0
Liquidity shortfalls end of Q2	2021-12-31	0
Liquidity shortfalls end of Q3	2021-12-31	0
Liquidity shortfalls end of Q4	2021-12-31	0
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	181,834
Net shortfall amortization installment of oustanding balance	2021-12-31	104,003
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	191,531
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	191,531
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	202,413
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: SMILE DENTAL ASSOCIATES, LLC CASH BALANCE PENSION PLAN AND TRUST 2020 401k membership
Market value of plan assets	2020-12-31	792,473
Acturial value of plan assets	2020-12-31	792,473
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	5
Fundng target for terminated vested participants	2020-12-31	20,992
Active participant vested funding target	2020-12-31	801,157
Number of active participants	2020-12-31	17
Total funding liabilities for active participants	2020-12-31	801,684
Total participant count	2020-12-31	22
Total funding target for all participants	2020-12-31	822,676
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	10,945
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	10,945
Present value of excess contributions	2020-12-31	8,873
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	8,873
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	8,873
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	21,031
Total employer contributions	2020-12-31	204,449
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	201,781
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	187,885
Net shortfall amortization installment of oustanding balance	2020-12-31	52,466
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	196,383
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	196,383
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	201,781
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: SMILE DENTAL ASSOCIATES, LLC CASH BALANCE PENSION PLAN AND TRUST 2019 401k membership
Market value of plan assets	2019-12-31	616,724
Acturial value of plan assets	2019-12-31	616,724
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	2
Fundng target for terminated vested participants	2019-12-31	3,821
Active participant vested funding target	2019-12-31	593,342
Number of active participants	2019-12-31	17
Total funding liabilities for active participants	2019-12-31	594,501
Total participant count	2019-12-31	19
Total funding target for all participants	2019-12-31	598,322
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	6,699
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	6,699
Present value of excess contributions	2019-12-31	4,744
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	4,744
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	4,744
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	10,945
Total employer contributions	2019-12-31	196,540
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	190,628
Liquidity shortfalls end of Q1	2019-12-31	0
Liquidity shortfalls end of Q2	2019-12-31	0
Liquidity shortfalls end of Q3	2019-12-31	0
Liquidity shortfalls end of Q4	2019-12-31	0
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	188,605
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	181,755
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	181,755
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	190,628
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: SMILE DENTAL ASSOCIATES, LLC CASH BALANCE PENSION PLAN AND TRUST 2018 401k membership
Market value of plan assets	2018-12-31	355,554
Acturial value of plan assets	2018-12-31	355,554
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	2
Fundng target for terminated vested participants	2018-12-31	1,431
Active participant vested funding target	2018-12-31	382,683
Number of active participants	2018-12-31	13
Total funding liabilities for active participants	2018-12-31	382,683
Total participant count	2018-12-31	15
Total funding target for all participants	2018-12-31	384,114
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	8,017
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	1,644
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	6,373
Present value of excess contributions	2018-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	0
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	6,699
Total employer contributions	2018-12-31	207,669
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	196,956
Liquidity shortfalls end of Q1	2018-12-31	0
Liquidity shortfalls end of Q2	2018-12-31	0
Liquidity shortfalls end of Q3	2018-12-31	0
Liquidity shortfalls end of Q4	2018-12-31	0
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	186,350
Net shortfall amortization installment of oustanding balance	2018-12-31	35,622
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	192,212
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	192,212
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	196,956
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: SMILE DENTAL ASSOCIATES, LLC CASH BALANCE PENSION PLAN AND TRUST 2017 401k membership
Market value of plan assets	2017-12-31	191,087
Acturial value of plan assets	2017-12-31	191,087
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	185,053
Number of active participants	2017-12-31	12
Total funding liabilities for active participants	2017-12-31	185,053
Total participant count	2017-12-31	12
Total funding target for all participants	2017-12-31	185,053
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
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	0
Present value of excess contributions	2017-12-31	8,017
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	8,017
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	8,017
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	8,017
Total employer contributions	2017-12-31	183,991
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	178,093
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	179,428
Net shortfall amortization installment of oustanding balance	2017-12-31	2,417
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	179,825
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	1,732
Additional cash requirement	2017-12-31	178,093
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	178,093
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: SMILE DENTAL ASSOCIATES, LLC CASH BALANCE PENSION PLAN AND TRUST 2016 401k membership
Market value of plan assets	2016-12-31	0
Acturial value of plan assets	2016-12-31	0
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	0
Number of active participants	2016-12-31	12
Total funding liabilities for active participants	2016-12-31	0
Total participant count	2016-12-31	12
Total funding target for all participants	2016-12-31	0
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
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	0
Present value of excess contributions	2016-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	183,736
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	182,804
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	174,787
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	174,787
Additional cash requirement	2016-12-31	174,787
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	182,804
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:	SMILE DENTAL ASSOCIATES, LLC
Employer identification number (EIN):	475634660
NAIC Classification:	621210
NAIC Description:	Offices of Dentists