401k Plan data: KENNETH B LEWIS DDS PA CASH BALANCE PLAN plan

KENNETH B LEWIS DDS PA CASH BALANCE PLAN 401k Plan overview

Plan Name	KENNETH B LEWIS DDS PA CASH BALANCE PLAN
Plan identification number	003

KENNETH B LEWIS DDS PA CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
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

LEWIS DINE AND ASSOCIATES PA has sponsored the creation of one or more 401k plans.

Company Name: LEWIS DINE AND ASSOCIATES PA

Employer identification number (EIN): 561853753

NAIC Classification: 812990
NAIC Description: All Other Personal Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KENNETH B LEWIS DDS PA CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01
003 2017-01-01
003 2016-01-01
003 2015-01-01
003 2014-01-01
003 2013-01-01
003 2012-01-01 DR. KENNETH B. LEWIS 2013-09-30 DR. KENNETH B. LEWIS 2013-09-30
003 2011-01-01 DR. KENNETH B. LEWIS 2012-07-31 DR. KENNETH B. LEWIS 2012-07-31
003 2010-01-01 DR. KENNETH B. LEWIS 2011-08-29 DR. KENNETH B. LEWIS 2011-08-29

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2021-01-01
003	2020-01-01
003	2019-01-01
003	2018-01-01
003	2017-01-01
003	2016-01-01
003	2015-01-01
003	2014-01-01
003	2013-01-01
003	2012-01-01	DR. KENNETH B. LEWIS	2013-09-30	DR. KENNETH B. LEWIS	2013-09-30
003	2011-01-01	DR. KENNETH B. LEWIS	2012-07-31	DR. KENNETH B. LEWIS	2012-07-31
003	2010-01-01	DR. KENNETH B. LEWIS	2011-08-29	DR. KENNETH B. LEWIS	2011-08-29

Plan Statistics for KENNETH B LEWIS DDS PA CASH BALANCE PLAN

401k plan membership statisitcs for KENNETH B LEWIS DDS PA CASH BALANCE PLAN

Measure Date Value
2021: KENNETH B LEWIS DDS PA CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-23 1,801,896
Acturial value of plan assets 2021-12-23 1,801,896
Funding target for retired participants and beneficiaries receiving payment 2021-12-23 0
Number of terminated vested participants 2021-12-23 6
Fundng target for terminated vested participants 2021-12-23 135,354
Active participant vested funding target 2021-12-23 1,163,547
Number of active participants 2021-12-23 7
Total funding liabilities for active participants 2021-12-23 1,163,547
Total participant count 2021-12-23 13
Total funding target for all participants 2021-12-23 1,298,901
Balance at beginning of prior year after applicable adjustments 2021-12-23 9,278
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-23 96,422
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-23 0
Prefunding balanced used to offset prior years funding requirement 2021-12-23 0
Amount remaining of carryover balance 2021-12-23 9,278
Amount remaining of prefunding balance 2021-12-23 96,422
Present value of excess contributions 2021-12-23 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-23 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-23 0
Reductions in caryover balances due to elections or deemed elections 2021-12-23 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-23 0
Balance of carryovers at beginning of current year 2021-12-23 10,544
Balance of prefunding at beginning of current year 2021-12-23 109,574
Total employer contributions 2021-12-23 0
Total employee contributions 2021-12-23 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-23 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-23 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-23 0
Unpaid minimum required contributions for all prior years 2021-12-23 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-23 0
Remaining amount of unpaid minimum required contributions 2021-12-23 0
Minimum required contributions for current year target normal cost 2021-12-23 0
Net shortfall amortization installment of oustanding balance 2021-12-23 0
Waiver amortization installment 2021-12-23 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-23 0
Carryover balance elected to use to offset funding requirement 2021-12-23 0
Prefunding balance elected to use to offset funding requirement 2021-12-23 0
Additional cash requirement 2021-12-23 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-23 0
Unpaid minimum required contributions for current year 2021-12-23 0
Unpaid minimum required contributions for all years 2021-12-23 0
2020: KENNETH B LEWIS DDS PA CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 1,585,565
Acturial value of plan assets 2020-12-31 1,585,565
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 2
Fundng target for terminated vested participants 2020-12-31 40,564
Active participant vested funding target 2020-12-31 1,147,314
Number of active participants 2020-12-31 11
Total funding liabilities for active participants 2020-12-31 1,149,547
Total participant count 2020-12-31 13
Total funding target for all participants 2020-12-31 1,190,111
Balance at beginning of prior year after applicable adjustments 2020-12-31 7,973
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 82,858
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 7,973
Amount remaining of prefunding balance 2020-12-31 82,858
Present value of excess contributions 2020-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 9,278
Balance of prefunding at beginning of current year 2020-12-31 96,422
Total employer contributions 2020-12-31 0
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 0
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 13,904
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 0
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: KENNETH B LEWIS DDS PA CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,362,528
Acturial value of plan assets 2019-12-31 1,362,528
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 38,886
Active participant vested funding target 2019-12-31 1,037,529
Number of active participants 2019-12-31 12
Total funding liabilities for active participants 2019-12-31 1,043,631
Total participant count 2019-12-31 14
Total funding target for all participants 2019-12-31 1,082,517
Balance at beginning of prior year after applicable adjustments 2019-12-31 8,110
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 84,282
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 8,110
Amount remaining of prefunding balance 2019-12-31 84,282
Present value of excess contributions 2019-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 7,973
Balance of prefunding at beginning of current year 2019-12-31 82,858
Total employer contributions 2019-12-31 0
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 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 16,922
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 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: KENNETH B LEWIS DDS PA CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,385,965
Acturial value of plan assets 2018-12-31 1,385,965
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 37,733
Active participant vested funding target 2018-12-31 935,241
Number of active participants 2018-12-31 9
Total funding liabilities for active participants 2018-12-31 935,241
Total participant count 2018-12-31 11
Total funding target for all participants 2018-12-31 972,974
Balance at beginning of prior year after applicable adjustments 2018-12-31 7,281
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 75,664
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 7,281
Amount remaining of prefunding balance 2018-12-31 75,664
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 8,110
Balance of prefunding at beginning of current year 2018-12-31 84,282
Total employer contributions 2018-12-31 0
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 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 62,500
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 0
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: KENNETH B LEWIS DDS PA CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,244,262
Acturial value of plan assets 2017-12-31 1,244,262
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 2017-12-31 885,626
Number of active participants 2017-12-31 9
Total funding liabilities for active participants 2017-12-31 885,626
Total participant count 2017-12-31 9
Total funding target for all participants 2017-12-31 885,626
Balance at beginning of prior year after applicable adjustments 2017-12-31 6,868
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 71,368
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 6,868
Amount remaining of prefunding balance 2017-12-31 71,368
Present value of excess contributions 2017-12-31 28,824
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 30,311
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 7,281
Balance of prefunding at beginning of current year 2017-12-31 75,664
Total employer contributions 2017-12-31 0
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 0
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 61,173
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 0
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: KENNETH B LEWIS DDS PA CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,145,053
Acturial value of plan assets 2016-12-31 1,145,053
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 2016-12-31 792,119
Number of active participants 2016-12-31 9
Total funding liabilities for active participants 2016-12-31 792,119
Total participant count 2016-12-31 9
Total funding target for all participants 2016-12-31 792,119
Balance at beginning of prior year after applicable adjustments 2016-12-31 7,035
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 73,108
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 7,035
Amount remaining of prefunding balance 2016-12-31 73,108
Present value of excess contributions 2016-12-31 114,956
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 121,336
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 6,868
Balance of prefunding at beginning of current year 2016-12-31 71,368
Total employer contributions 2016-12-31 30,000
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 28,824
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 62,814
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 0
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 28,824
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2021: KENNETH B LEWIS DDS PA CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-23	1,801,896
Acturial value of plan assets	2021-12-23	1,801,896
Funding target for retired participants and beneficiaries receiving payment	2021-12-23	0
Number of terminated vested participants	2021-12-23	6
Fundng target for terminated vested participants	2021-12-23	135,354
Active participant vested funding target	2021-12-23	1,163,547
Number of active participants	2021-12-23	7
Total funding liabilities for active participants	2021-12-23	1,163,547
Total participant count	2021-12-23	13
Total funding target for all participants	2021-12-23	1,298,901
Balance at beginning of prior year after applicable adjustments	2021-12-23	9,278
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-23	96,422
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-23	0
Prefunding balanced used to offset prior years funding requirement	2021-12-23	0
Amount remaining of carryover balance	2021-12-23	9,278
Amount remaining of prefunding balance	2021-12-23	96,422
Present value of excess contributions	2021-12-23	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-23	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-23	0
Reductions in caryover balances due to elections or deemed elections	2021-12-23	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-23	0
Balance of carryovers at beginning of current year	2021-12-23	10,544
Balance of prefunding at beginning of current year	2021-12-23	109,574
Total employer contributions	2021-12-23	0
Total employee contributions	2021-12-23	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-23	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-23	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-23	0
Unpaid minimum required contributions for all prior years	2021-12-23	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-23	0
Remaining amount of unpaid minimum required contributions	2021-12-23	0
Minimum required contributions for current year target normal cost	2021-12-23	0
Net shortfall amortization installment of oustanding balance	2021-12-23	0
Waiver amortization installment	2021-12-23	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-23	0
Carryover balance elected to use to offset funding requirement	2021-12-23	0
Prefunding balance elected to use to offset funding requirement	2021-12-23	0
Additional cash requirement	2021-12-23	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-23	0
Unpaid minimum required contributions for current year	2021-12-23	0
Unpaid minimum required contributions for all years	2021-12-23	0
2020: KENNETH B LEWIS DDS PA CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	1,585,565
Acturial value of plan assets	2020-12-31	1,585,565
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	2
Fundng target for terminated vested participants	2020-12-31	40,564
Active participant vested funding target	2020-12-31	1,147,314
Number of active participants	2020-12-31	11
Total funding liabilities for active participants	2020-12-31	1,149,547
Total participant count	2020-12-31	13
Total funding target for all participants	2020-12-31	1,190,111
Balance at beginning of prior year after applicable adjustments	2020-12-31	7,973
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	82,858
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	7,973
Amount remaining of prefunding balance	2020-12-31	82,858
Present value of excess contributions	2020-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	9,278
Balance of prefunding at beginning of current year	2020-12-31	96,422
Total employer contributions	2020-12-31	0
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	0
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	13,904
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: KENNETH B LEWIS DDS PA CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,362,528
Acturial value of plan assets	2019-12-31	1,362,528
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	38,886
Active participant vested funding target	2019-12-31	1,037,529
Number of active participants	2019-12-31	12
Total funding liabilities for active participants	2019-12-31	1,043,631
Total participant count	2019-12-31	14
Total funding target for all participants	2019-12-31	1,082,517
Balance at beginning of prior year after applicable adjustments	2019-12-31	8,110
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	84,282
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	8,110
Amount remaining of prefunding balance	2019-12-31	84,282
Present value of excess contributions	2019-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	7,973
Balance of prefunding at beginning of current year	2019-12-31	82,858
Total employer contributions	2019-12-31	0
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	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	16,922
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	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: KENNETH B LEWIS DDS PA CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,385,965
Acturial value of plan assets	2018-12-31	1,385,965
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	37,733
Active participant vested funding target	2018-12-31	935,241
Number of active participants	2018-12-31	9
Total funding liabilities for active participants	2018-12-31	935,241
Total participant count	2018-12-31	11
Total funding target for all participants	2018-12-31	972,974
Balance at beginning of prior year after applicable adjustments	2018-12-31	7,281
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	75,664
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	7,281
Amount remaining of prefunding balance	2018-12-31	75,664
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	8,110
Balance of prefunding at beginning of current year	2018-12-31	84,282
Total employer contributions	2018-12-31	0
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	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	62,500
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	0
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: KENNETH B LEWIS DDS PA CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,244,262
Acturial value of plan assets	2017-12-31	1,244,262
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	885,626
Number of active participants	2017-12-31	9
Total funding liabilities for active participants	2017-12-31	885,626
Total participant count	2017-12-31	9
Total funding target for all participants	2017-12-31	885,626
Balance at beginning of prior year after applicable adjustments	2017-12-31	6,868
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	71,368
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	6,868
Amount remaining of prefunding balance	2017-12-31	71,368
Present value of excess contributions	2017-12-31	28,824
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	30,311
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	7,281
Balance of prefunding at beginning of current year	2017-12-31	75,664
Total employer contributions	2017-12-31	0
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	0
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	61,173
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	0
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: KENNETH B LEWIS DDS PA CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,145,053
Acturial value of plan assets	2016-12-31	1,145,053
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	792,119
Number of active participants	2016-12-31	9
Total funding liabilities for active participants	2016-12-31	792,119
Total participant count	2016-12-31	9
Total funding target for all participants	2016-12-31	792,119
Balance at beginning of prior year after applicable adjustments	2016-12-31	7,035
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	73,108
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	7,035
Amount remaining of prefunding balance	2016-12-31	73,108
Present value of excess contributions	2016-12-31	114,956
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	121,336
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	6,868
Balance of prefunding at beginning of current year	2016-12-31	71,368
Total employer contributions	2016-12-31	30,000
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	28,824
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	62,814
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	28,824
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:	LEWIS DINE AND ASSOCIATES PA
Employer identification number (EIN):	561853753
NAIC Classification:	812990
NAIC Description:	All Other Personal Services