401k Plan data: LARRY J. PRITCHARD, DDS, PC DEFINED BENEFIT PENSION PLAN plan

LARRY J. PRITCHARD, DDS, PC DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	LARRY J. PRITCHARD, DDS, PC DEFINED BENEFIT PENSION PLAN
Plan identification number	002

LARRY J. PRITCHARD, DDS, PC DEFINED BENEFIT PENSION PLAN 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

LARRY J. PRITCHARD, DDS, PC has sponsored the creation of one or more 401k plans.

Company Name: LARRY J. PRITCHARD, DDS, PC

Employer identification number (EIN): 742636599

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LARRY J. PRITCHARD, DDS, PC DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2019-01-01 LARRY J. PRITCHARD 2019-12-14
002 2018-01-01 LARRY J. PRITCHARD 2019-08-21
002 2017-01-01 LARRY J. PRITCHARD 2018-05-24
002 2011-01-01 LARRY J. PRITCHARD, D.D.S.
002 2010-01-01 LARRY J. PRITCHARD, D.D.S. LARRY J. PRITCHARD, D.D.S. 2011-10-13
002 2009-01-01 LARRY J. PRITCHARD, D.D.S. LARRY J. PRITCHARD, D.D.S. 2010-11-09
002 2009-01-01 LARRY J. PRITCHARD, D.D.S. LARRY J. PRITCHARD, D.D.S. 2010-10-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2019-01-01	LARRY J. PRITCHARD	2019-12-14
002	2018-01-01	LARRY J. PRITCHARD	2019-08-21
002	2017-01-01	LARRY J. PRITCHARD	2018-05-24
002	2011-01-01	LARRY J. PRITCHARD, D.D.S.
002	2010-01-01	LARRY J. PRITCHARD, D.D.S.		LARRY J. PRITCHARD, D.D.S.	2011-10-13
002	2009-01-01	LARRY J. PRITCHARD, D.D.S.		LARRY J. PRITCHARD, D.D.S.	2010-11-09
002	2009-01-01	LARRY J. PRITCHARD, D.D.S.		LARRY J. PRITCHARD, D.D.S.	2010-10-11

Plan Statistics for LARRY J. PRITCHARD, DDS, PC DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for LARRY J. PRITCHARD, DDS, PC DEFINED BENEFIT PENSION PLAN

Measure Date Value
2018: LARRY J. PRITCHARD, DDS, PC DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,241,542
Acturial value of plan assets 2018-12-31 1,241,542
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 3
Fundng target for terminated vested participants 2018-12-31 18,841
Active participant vested funding target 2018-12-31 1,017,308
Number of active participants 2018-12-31 10
Total funding liabilities for active participants 2018-12-31 1,022,685
Total participant count 2018-12-31 13
Total funding target for all participants 2018-12-31 1,041,526
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 0
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 0
Present value of excess contributions 2018-12-31 155,427
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 155,427
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 0
Total employer contributions 2018-12-31 295,000
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 2018-12-31 276,831
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 86,650
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 2018-12-31 276,831
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: LARRY J. PRITCHARD, DDS, PC DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 988,783
Acturial value of plan assets 2017-12-31 988,783
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 6
Fundng target for terminated vested participants 2017-12-31 32,386
Active participant vested funding target 2017-12-31 844,896
Number of active participants 2017-12-31 12
Total funding liabilities for active participants 2017-12-31 849,336
Total participant count 2017-12-31 18
Total funding target for all participants 2017-12-31 881,722
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 2017-12-31 132,031
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 132,031
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 0
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 165,000
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 2017-12-31 160,582
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 2017-12-31 112,216
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 5,155
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 5,155
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 160,582
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2011: LARRY J. PRITCHARD, DDS, PC DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 8
Number of retired or separated participants receiving benefits 2011-01-01 2
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 10
2010: LARRY J. PRITCHARD, DDS, PC DEFINED BENEFIT PENSION PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 9
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 2
Total of all active and inactive participants 2010-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: LARRY J. PRITCHARD, DDS, PC DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 10
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 11
Total participants 2009-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2018: LARRY J. PRITCHARD, DDS, PC DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,241,542
Acturial value of plan assets	2018-12-31	1,241,542
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	3
Fundng target for terminated vested participants	2018-12-31	18,841
Active participant vested funding target	2018-12-31	1,017,308
Number of active participants	2018-12-31	10
Total funding liabilities for active participants	2018-12-31	1,022,685
Total participant count	2018-12-31	13
Total funding target for all participants	2018-12-31	1,041,526
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	0
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	0
Present value of excess contributions	2018-12-31	155,427
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	155,427
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	0
Total employer contributions	2018-12-31	295,000
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	276,831
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	86,650
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	276,831
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: LARRY J. PRITCHARD, DDS, PC DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	988,783
Acturial value of plan assets	2017-12-31	988,783
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	6
Fundng target for terminated vested participants	2017-12-31	32,386
Active participant vested funding target	2017-12-31	844,896
Number of active participants	2017-12-31	12
Total funding liabilities for active participants	2017-12-31	849,336
Total participant count	2017-12-31	18
Total funding target for all participants	2017-12-31	881,722
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	132,031
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	132,031
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	0
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	165,000
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	160,582
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	112,216
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	5,155
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	5,155
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	160,582
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2011: LARRY J. PRITCHARD, DDS, PC DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	8
Number of retired or separated participants receiving benefits	2011-01-01	2
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	10
2010: LARRY J. PRITCHARD, DDS, PC DEFINED BENEFIT PENSION PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	9
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	2
Total of all active and inactive participants	2010-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: LARRY J. PRITCHARD, DDS, PC DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	10
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	11
Total participants	2009-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

Financial Data on LARRY J. PRITCHARD, DDS, PC DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2011 : LARRY J. PRITCHARD, DDS, PC DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
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	$9,987
Expenses. Total of all expenses incurred	2011-12-31	$2,392
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$257,326
Total plan assets at beginning of year	2011-12-31	$249,731
Value of fidelity bond covering the plan	2011-12-31	$200,000
Total contributions received or receivable from participants	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$2,823
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$7,595
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$257,326
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$249,731
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$5,810
Total contributions received or receivable from employer(s)	2011-12-31	$7,164
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	$2,392
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : LARRY J. PRITCHARD, DDS, PC DEFINED BENEFIT PENSION PLAN 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	$47,405
Expenses. Total of all expenses incurred	2010-12-31	$3,178
Benefits paid (including direct rollovers)	2010-12-31	$1,146
Total plan assets at end of year	2010-12-31	$249,731
Total plan assets at beginning of year	2010-12-31	$205,504
Value of fidelity bond covering the plan	2010-12-31	$130,000
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	$22,789
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$44,227
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$249,731
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$205,504
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$5,717
Total contributions received or receivable from employer(s)	2010-12-31	$24,616
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	$2,032
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for LARRY J. PRITCHARD, DDS, PC DEFINED BENEFIT PENSION PLAN

2011: LARRY J. PRITCHARD, DDS, PC DEFINED BENEFIT PENSION PLAN 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
2010: LARRY J. PRITCHARD, DDS, PC DEFINED BENEFIT PENSION PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: LARRY J. PRITCHARD, DDS, PC DEFINED BENEFIT PENSION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
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:	LARRY J. PRITCHARD, DDS, PC
Employer identification number (EIN):	742636599
NAIC Classification:	621210
NAIC Description:	Offices of Dentists