401k Plan data: WALTER C. CHITWOOD, JR., D.D.S., PC DEFINED BENEFIT PENSION & TRUST plan

WALTER C. CHITWOOD, JR., D.D.S., PC DEFINED BENEFIT PENSION & TRUST 401k Plan overview

Plan Name	WALTER C. CHITWOOD, JR., D.D.S., PC DEFINED BENEFIT PENSION & TRUST
Plan identification number	003

WALTER C. CHITWOOD, JR., D.D.S., PC DEFINED BENEFIT PENSION & TRUST Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Benefits are primarily flat dollar (includes dollars per year of service)
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

WALTER C. CHITWOOD, JR., D.D.S., P.C. has sponsored the creation of one or more 401k plans.

Company Name: WALTER C. CHITWOOD, JR., D.D.S., P.C.

Employer identification number (EIN): 621287778

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WALTER C. CHITWOOD, JR., D.D.S., PC DEFINED BENEFIT PENSION & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2020-01-01 WALTER C. CHITWOOD, JR., D.D.S. 2021-07-05
003 2019-01-01 WALTER C. CHITWOOD, JR., D.D.S. 2020-10-09
003 2018-01-01 WALTER C. CHITWOOD, JR., D.D.S. 2019-10-15
003 2017-01-01 WALTER C. CHITWOOD, JR., D.D.S.
003 2016-01-01 WALTER C. CHITWOOD, JR., D.D.S.
003 2015-01-01 WALTER C. CHITWOOD, JR., D.D.S.
003 2014-01-01 WALTER C. CHITWOOD, JR., D.D.S.
003 2013-01-01 WALTER C. CHITWOOD, JR., D.D.S.
003 2012-01-01 WALTER C. CHITWOOD, JR., D.D.S.
003 2011-01-01 WALTER C. CHITWOOD, JR., D.D.S.
003 2009-01-01 WALTER C. CHITWOOD, JR., D.D.S. WALTER C. CHITWOOD, JR., D.D.S. 2010-10-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2020-01-01	WALTER C. CHITWOOD, JR., D.D.S.	2021-07-05
003	2019-01-01	WALTER C. CHITWOOD, JR., D.D.S.	2020-10-09
003	2018-01-01	WALTER C. CHITWOOD, JR., D.D.S.	2019-10-15
003	2017-01-01	WALTER C. CHITWOOD, JR., D.D.S.
003	2016-01-01	WALTER C. CHITWOOD, JR., D.D.S.
003	2015-01-01	WALTER C. CHITWOOD, JR., D.D.S.
003	2014-01-01	WALTER C. CHITWOOD, JR., D.D.S.
003	2013-01-01	WALTER C. CHITWOOD, JR., D.D.S.
003	2012-01-01	WALTER C. CHITWOOD, JR., D.D.S.
003	2011-01-01	WALTER C. CHITWOOD, JR., D.D.S.
003	2009-01-01	WALTER C. CHITWOOD, JR., D.D.S.		WALTER C. CHITWOOD, JR., D.D.S.	2010-10-13

Plan Statistics for WALTER C. CHITWOOD, JR., D.D.S., PC DEFINED BENEFIT PENSION & TRUST

401k plan membership statisitcs for WALTER C. CHITWOOD, JR., D.D.S., PC DEFINED BENEFIT PENSION & TRUST

Measure Date Value
2018: WALTER C. CHITWOOD, JR., D.D.S., PC DEFINED BENEFIT PENSION & TRUST 2018 401k membership
Market value of plan assets 2018-12-31 1,103,811
Acturial value of plan assets 2018-12-31 1,103,811
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 7
Fundng target for terminated vested participants 2018-12-31 49,413
Active participant vested funding target 2018-12-31 1,170,889
Number of active participants 2018-12-31 1
Total funding liabilities for active participants 2018-12-31 1,170,889
Total participant count 2018-12-31 8
Total funding target for all participants 2018-12-31 1,220,302
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 33,506
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 33,506
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 35,868
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 385,265
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 2018-12-31 356,649
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 97,069
Net shortfall amortization installment of oustanding balance 2018-12-31 116,491
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 122,216
Additional cash requirement 2018-12-31 122,216
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 356,649
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: WALTER C. CHITWOOD, JR., D.D.S., PC DEFINED BENEFIT PENSION & TRUST 2017 401k membership
Market value of plan assets 2017-12-31 897,388
Acturial value of plan assets 2017-12-31 897,388
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 2
Fundng target for terminated vested participants 2017-12-31 11,442
Active participant vested funding target 2017-12-31 1,051,951
Number of active participants 2017-12-31 9
Total funding liabilities for active participants 2017-12-31 1,052,863
Total participant count 2017-12-31 11
Total funding target for all participants 2017-12-31 1,064,305
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 31,804
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 31,804
Present value of excess contributions 2017-12-31 99
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 105
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 33,506
Total employer contributions 2017-12-31 146,735
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 2017-12-31 132,536
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 97,726
Net shortfall amortization installment of oustanding balance 2017-12-31 200,423
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 132,536
Additional cash requirement 2017-12-31 132,536
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 132,536
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
Total participants, beginning-of-year 2017-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 7
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 2
Total of all active and inactive participants 2017-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 9
Number of participants with account balances 2017-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: WALTER C. CHITWOOD, JR., D.D.S., PC DEFINED BENEFIT PENSION & TRUST 2016 401k membership
Market value of plan assets 2016-12-31 768,328
Acturial value of plan assets 2016-12-31 768,328
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 2
Fundng target for terminated vested participants 2016-12-31 10,395
Active participant vested funding target 2016-12-31 823,281
Number of active participants 2016-12-31 7
Total funding liabilities for active participants 2016-12-31 823,788
Total participant count 2016-12-31 9
Total funding target for all participants 2016-12-31 834,183
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 55,142
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 55,142
Present value of excess contributions 2016-12-31 11,237
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 11,952
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 21,000
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 31,804
Total employer contributions 2016-12-31 102,000
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 98,928
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 82,693
Net shortfall amortization installment of oustanding balance 2016-12-31 97,659
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 98,829
Additional cash requirement 2016-12-31 98,829
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 98,928
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
Total participants, beginning-of-year 2016-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 7
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 2
Total of all active and inactive participants 2016-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: WALTER C. CHITWOOD, JR., D.D.S., PC DEFINED BENEFIT PENSION & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 8
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 8
Number of participants with account balances 2015-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: WALTER C. CHITWOOD, JR., D.D.S., PC DEFINED BENEFIT PENSION & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 8
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 8
Number of participants with account balances 2014-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: WALTER C. CHITWOOD, JR., D.D.S., PC DEFINED BENEFIT PENSION & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 8
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: WALTER C. CHITWOOD, JR., D.D.S., PC DEFINED BENEFIT PENSION & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 8
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 8
2011: WALTER C. CHITWOOD, JR., D.D.S., PC DEFINED BENEFIT PENSION & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 7
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2009: WALTER C. CHITWOOD, JR., D.D.S., PC DEFINED BENEFIT PENSION & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 8
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2018: WALTER C. CHITWOOD, JR., D.D.S., PC DEFINED BENEFIT PENSION & TRUST 2018 401k membership
Market value of plan assets	2018-12-31	1,103,811
Acturial value of plan assets	2018-12-31	1,103,811
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	7
Fundng target for terminated vested participants	2018-12-31	49,413
Active participant vested funding target	2018-12-31	1,170,889
Number of active participants	2018-12-31	1
Total funding liabilities for active participants	2018-12-31	1,170,889
Total participant count	2018-12-31	8
Total funding target for all participants	2018-12-31	1,220,302
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	33,506
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	33,506
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	35,868
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	385,265
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	356,649
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	97,069
Net shortfall amortization installment of oustanding balance	2018-12-31	116,491
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	122,216
Additional cash requirement	2018-12-31	122,216
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	356,649
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: WALTER C. CHITWOOD, JR., D.D.S., PC DEFINED BENEFIT PENSION & TRUST 2017 401k membership
Market value of plan assets	2017-12-31	897,388
Acturial value of plan assets	2017-12-31	897,388
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	2
Fundng target for terminated vested participants	2017-12-31	11,442
Active participant vested funding target	2017-12-31	1,051,951
Number of active participants	2017-12-31	9
Total funding liabilities for active participants	2017-12-31	1,052,863
Total participant count	2017-12-31	11
Total funding target for all participants	2017-12-31	1,064,305
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	31,804
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	31,804
Present value of excess contributions	2017-12-31	99
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	105
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	33,506
Total employer contributions	2017-12-31	146,735
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	132,536
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	97,726
Net shortfall amortization installment of oustanding balance	2017-12-31	200,423
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	132,536
Additional cash requirement	2017-12-31	132,536
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	132,536
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
Total participants, beginning-of-year	2017-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	7
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	2
Total of all active and inactive participants	2017-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	9
Number of participants with account balances	2017-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: WALTER C. CHITWOOD, JR., D.D.S., PC DEFINED BENEFIT PENSION & TRUST 2016 401k membership
Market value of plan assets	2016-12-31	768,328
Acturial value of plan assets	2016-12-31	768,328
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	2
Fundng target for terminated vested participants	2016-12-31	10,395
Active participant vested funding target	2016-12-31	823,281
Number of active participants	2016-12-31	7
Total funding liabilities for active participants	2016-12-31	823,788
Total participant count	2016-12-31	9
Total funding target for all participants	2016-12-31	834,183
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	55,142
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	55,142
Present value of excess contributions	2016-12-31	11,237
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	11,952
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	21,000
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	31,804
Total employer contributions	2016-12-31	102,000
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	98,928
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	82,693
Net shortfall amortization installment of oustanding balance	2016-12-31	97,659
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	98,829
Additional cash requirement	2016-12-31	98,829
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	98,928
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
Total participants, beginning-of-year	2016-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	7
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	2
Total of all active and inactive participants	2016-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: WALTER C. CHITWOOD, JR., D.D.S., PC DEFINED BENEFIT PENSION & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	8
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	8
Number of participants with account balances	2015-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: WALTER C. CHITWOOD, JR., D.D.S., PC DEFINED BENEFIT PENSION & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	8
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	8
Number of participants with account balances	2014-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: WALTER C. CHITWOOD, JR., D.D.S., PC DEFINED BENEFIT PENSION & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	8
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: WALTER C. CHITWOOD, JR., D.D.S., PC DEFINED BENEFIT PENSION & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	8
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	8
2011: WALTER C. CHITWOOD, JR., D.D.S., PC DEFINED BENEFIT PENSION & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	7
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2009: WALTER C. CHITWOOD, JR., D.D.S., PC DEFINED BENEFIT PENSION & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	8
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on WALTER C. CHITWOOD, JR., D.D.S., PC DEFINED BENEFIT PENSION & TRUST

Measure	Date	Value
2017 : WALTER C. CHITWOOD, JR., D.D.S., PC DEFINED BENEFIT PENSION & TRUST 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$213,643
Expenses. Total of all expenses incurred	2017-12-31	$6,154
Benefits paid (including direct rollovers)	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$1,108,304
Total plan assets at beginning of year	2017-12-31	$900,815
Value of fidelity bond covering the plan	2017-12-31	$200,000
Total contributions received or receivable from participants	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$66,908
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$207,489
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,108,304
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$900,815
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$146,735
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$6,154
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : WALTER C. CHITWOOD, JR., D.D.S., PC DEFINED BENEFIT PENSION & TRUST 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$152,947
Expenses. Total of all expenses incurred	2016-12-31	$20,460
Benefits paid (including direct rollovers)	2016-12-31	$13,259
Total plan assets at end of year	2016-12-31	$900,815
Total plan assets at beginning of year	2016-12-31	$768,328
Value of fidelity bond covering the plan	2016-12-31	$200,000
Total contributions received or receivable from participants	2016-12-31	$0
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$50,947
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$132,487
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$900,815
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$768,328
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$158
Total contributions received or receivable from employer(s)	2016-12-31	$102,000
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$7,201
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : WALTER C. CHITWOOD, JR., D.D.S., PC DEFINED BENEFIT PENSION & TRUST 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$66,961
Expenses. Total of all expenses incurred	2015-12-31	$7,629
Benefits paid (including direct rollovers)	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$768,328
Total plan assets at beginning of year	2015-12-31	$708,996
Value of fidelity bond covering the plan	2015-12-31	$200,000
Total contributions received or receivable from participants	2015-12-31	$0
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-24,090
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$59,332
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$768,328
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$708,996
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$3,599
Total contributions received or receivable from employer(s)	2015-12-31	$91,051
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$7,629
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : WALTER C. CHITWOOD, JR., D.D.S., PC DEFINED BENEFIT PENSION & TRUST 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$98,067
Expenses. Total of all expenses incurred	2014-12-31	$6,282
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$708,996
Total plan assets at beginning of year	2014-12-31	$617,211
Value of fidelity bond covering the plan	2014-12-31	$200,000
Total contributions received or receivable from participants	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$22,048
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$91,785
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$708,996
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$617,211
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$12,889
Total contributions received or receivable from employer(s)	2014-12-31	$76,019
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$6,282
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : WALTER C. CHITWOOD, JR., D.D.S., PC DEFINED BENEFIT PENSION & TRUST 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$85,609
Expenses. Total of all expenses incurred	2013-12-31	$4,973
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$617,211
Total plan assets at beginning of year	2013-12-31	$536,575
Value of fidelity bond covering the plan	2013-12-31	$200,000
Total contributions received or receivable from participants	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$14,679
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$80,636
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$617,211
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$536,575
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$15,675
Total contributions received or receivable from employer(s)	2013-12-31	$70,930
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$4,973
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : WALTER C. CHITWOOD, JR., D.D.S., PC DEFINED BENEFIT PENSION & TRUST 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$127,064
Expenses. Total of all expenses incurred	2012-12-31	$3,887
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$536,575
Total plan assets at beginning of year	2012-12-31	$413,398
Value of fidelity bond covering the plan	2012-12-31	$100,000
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$38,564
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$123,177
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$536,575
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$413,398
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$16,144
Total contributions received or receivable from employer(s)	2012-12-31	$88,500
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$3,887
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : WALTER C. CHITWOOD, JR., D.D.S., PC DEFINED BENEFIT PENSION & TRUST 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$70,750
Expenses. Total of all expenses incurred	2011-12-31	$3,598
Benefits paid (including direct rollovers)	2011-12-31	$485
Total plan assets at end of year	2011-12-31	$413,398
Total plan assets at beginning of year	2011-12-31	$346,246
Value of fidelity bond covering the plan	2011-12-31	$100,000
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$1,750
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$67,152
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$413,398
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$346,246
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$15,906
Total contributions received or receivable from employer(s)	2011-12-31	$69,000
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$3,113
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : WALTER C. CHITWOOD, JR., D.D.S., PC DEFINED BENEFIT PENSION & TRUST 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$86,207
Expenses. Total of all expenses incurred	2010-12-31	$2,368
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$346,246
Total plan assets at beginning of year	2010-12-31	$262,407
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$26,497
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$83,839
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$346,246
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$262,407
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$15,648
Total contributions received or receivable from employer(s)	2010-12-31	$59,710
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$2,368

Form 5500 Responses for WALTER C. CHITWOOD, JR., D.D.S., PC DEFINED BENEFIT PENSION & TRUST

2017: WALTER C. CHITWOOD, JR., D.D.S., PC DEFINED BENEFIT PENSION & TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: WALTER C. CHITWOOD, JR., D.D.S., PC DEFINED BENEFIT PENSION & TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: WALTER C. CHITWOOD, JR., D.D.S., PC DEFINED BENEFIT PENSION & TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: WALTER C. CHITWOOD, JR., D.D.S., PC DEFINED BENEFIT PENSION & TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WALTER C. CHITWOOD, JR., D.D.S., PC DEFINED BENEFIT PENSION & TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: WALTER C. CHITWOOD, JR., D.D.S., PC DEFINED BENEFIT PENSION & TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: WALTER C. CHITWOOD, JR., D.D.S., PC DEFINED BENEFIT PENSION & TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: WALTER C. CHITWOOD, JR., D.D.S., PC DEFINED BENEFIT PENSION & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WALTER C. CHITWOOD, JR., D.D.S., P.C.
Employer identification number (EIN):	621287778
NAIC Classification:	621210
NAIC Description:	Offices of Dentists