401k Plan data: KIM S. GEE, D.D.S., M.S., INC. CASH BALANCE PENSION PLAN plan

KIM S. GEE, D.D.S., M.S., INC. CASH BALANCE PENSION PLAN 401k Plan overview

Plan Name	KIM S. GEE, D.D.S., M.S., INC. CASH BALANCE PENSION PLAN
Plan identification number	003

KIM S. GEE, D.D.S., M.S., INC. CASH BALANCE PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

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).
Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

KIM S. GEE, D.D.S., M.S., INC. has sponsored the creation of one or more 401k plans.

Company Name: KIM S. GEE, D.D.S., M.S., INC.

Employer identification number (EIN): 760049210

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KIM S. GEE, D.D.S., M.S., INC. CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2018-01-01 KIM GEE 2018-12-21 KIM GEE 2018-12-21
003 2017-01-01 KIM GEE 2018-06-27 KIM GEE 2018-06-27
003 2016-01-01 KIM S. GEE 2017-10-02 KIM S. GEE 2017-10-02
003 2015-01-01 KIM S. GEE, DDS 2016-10-15 KIM S. GEE, DDS 2016-10-15
003 2014-01-01 KIM S GEE KIM S GEE 2015-07-30
003 2013-01-01 KIM S GEE KIM S GEE 2014-07-28
003 2012-01-01 KIM S GEE KIM S GEE 2013-10-10

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2018-01-01	KIM GEE	2018-12-21	KIM GEE	2018-12-21
003	2017-01-01	KIM GEE	2018-06-27	KIM GEE	2018-06-27
003	2016-01-01	KIM S. GEE	2017-10-02	KIM S. GEE	2017-10-02
003	2015-01-01	KIM S. GEE, DDS	2016-10-15	KIM S. GEE, DDS	2016-10-15
003	2014-01-01	KIM S GEE		KIM S GEE	2015-07-30
003	2013-01-01	KIM S GEE		KIM S GEE	2014-07-28
003	2012-01-01	KIM S GEE		KIM S GEE	2013-10-10

Plan Statistics for KIM S. GEE, D.D.S., M.S., INC. CASH BALANCE PENSION PLAN

401k plan membership statisitcs for KIM S. GEE, D.D.S., M.S., INC. CASH BALANCE PENSION PLAN

Measure Date Value
2018: KIM S. GEE, D.D.S., M.S., INC. CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets 2018-08-23 1,108,489
Acturial value of plan assets 2018-08-23 1,108,489
Funding target for retired participants and beneficiaries receiving payment 2018-08-23 0
Number of terminated vested participants 2018-08-23 1
Fundng target for terminated vested participants 2018-08-23 473
Active participant vested funding target 2018-08-23 1,183,212
Number of active participants 2018-08-23 5
Total funding liabilities for active participants 2018-08-23 1,183,212
Total participant count 2018-08-23 6
Total funding target for all participants 2018-08-23 1,183,685
Balance at beginning of prior year after applicable adjustments 2018-08-23 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-08-23 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-08-23 0
Prefunding balanced used to offset prior years funding requirement 2018-08-23 0
Amount remaining of carryover balance 2018-08-23 0
Amount remaining of prefunding balance 2018-08-23 0
Present value of excess contributions 2018-08-23 19,567
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-08-23 19,567
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-08-23 0
Reductions in caryover balances due to elections or deemed elections 2018-08-23 0
Reductions in prefunding balances due to elections or deemed elections 2018-08-23 0
Balance of carryovers at beginning of current year 2018-08-23 0
Balance of prefunding at beginning of current year 2018-08-23 0
Total employer contributions 2018-08-23 87,483
Total employee contributions 2018-08-23 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-08-23 0
Contributions made to avoid restrictions adjusted to valuation date 2018-08-23 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-08-23 86,443
Unpaid minimum required contributions for all prior years 2018-08-23 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-08-23 0
Remaining amount of unpaid minimum required contributions 2018-08-23 0
Minimum required contributions for current year target normal cost 2018-08-23 74,822
Net shortfall amortization installment of oustanding balance 2018-08-23 75,196
Total funding amount beforereflecting carryover/prefunding balances 2018-08-23 81,945
Carryover balance elected to use to offset funding requirement 2018-08-23 0
Prefunding balance elected to use to offset funding requirement 2018-08-23 0
Additional cash requirement 2018-08-23 81,945
Contributions allocatedtoward minimum required contributions for current year 2018-08-23 86,443
Unpaid minimum required contributions for current year 2018-08-23 0
Unpaid minimum required contributions for all years 2018-08-23 0
2017: KIM S. GEE, D.D.S., M.S., INC. CASH BALANCE PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 935,030
Acturial value of plan assets 2017-12-31 935,030
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 2017-12-31 967,713
Number of active participants 2017-12-31 5
Total funding liabilities for active participants 2017-12-31 967,713
Total participant count 2017-12-31 5
Total funding target for all participants 2017-12-31 967,713
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 12,930
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 12,930
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 2017-12-31 164,484
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 2017-12-31 156,792
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 2017-12-31 130,749
Net shortfall amortization installment of oustanding balance 2017-12-31 32,683
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 137,225
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 2017-12-31 137,225
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 156,792
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: KIM S. GEE, D.D.S., M.S., INC. CASH BALANCE PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 721,015
Acturial value of plan assets 2016-12-31 721,015
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 2016-12-31 752,984
Number of active participants 2016-12-31 5
Total funding liabilities for active participants 2016-12-31 752,984
Total participant count 2016-12-31 5
Total funding target for all participants 2016-12-31 752,984
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 5,429
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 5,429
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 203,481
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 2016-12-31 189,391
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 2016-12-31 170,766
Net shortfall amortization installment of oustanding balance 2016-12-31 31,969
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 176,461
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 2016-12-31 176,461
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 189,391
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
2014: KIM S. GEE, D.D.S., M.S., INC. CASH BALANCE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4
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 3
Total of all active and inactive participants 2014-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: KIM S. GEE, D.D.S., M.S., INC. CASH BALANCE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 7
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 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: KIM S. GEE, D.D.S., M.S., INC. CASH BALANCE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 7
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 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 7
Number of participants with account balances 2012-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2018: KIM S. GEE, D.D.S., M.S., INC. CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets	2018-08-23	1,108,489
Acturial value of plan assets	2018-08-23	1,108,489
Funding target for retired participants and beneficiaries receiving payment	2018-08-23	0
Number of terminated vested participants	2018-08-23	1
Fundng target for terminated vested participants	2018-08-23	473
Active participant vested funding target	2018-08-23	1,183,212
Number of active participants	2018-08-23	5
Total funding liabilities for active participants	2018-08-23	1,183,212
Total participant count	2018-08-23	6
Total funding target for all participants	2018-08-23	1,183,685
Balance at beginning of prior year after applicable adjustments	2018-08-23	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-08-23	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-08-23	0
Prefunding balanced used to offset prior years funding requirement	2018-08-23	0
Amount remaining of carryover balance	2018-08-23	0
Amount remaining of prefunding balance	2018-08-23	0
Present value of excess contributions	2018-08-23	19,567
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-08-23	19,567
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-08-23	0
Reductions in caryover balances due to elections or deemed elections	2018-08-23	0
Reductions in prefunding balances due to elections or deemed elections	2018-08-23	0
Balance of carryovers at beginning of current year	2018-08-23	0
Balance of prefunding at beginning of current year	2018-08-23	0
Total employer contributions	2018-08-23	87,483
Total employee contributions	2018-08-23	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-08-23	0
Contributions made to avoid restrictions adjusted to valuation date	2018-08-23	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-08-23	86,443
Unpaid minimum required contributions for all prior years	2018-08-23	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-08-23	0
Remaining amount of unpaid minimum required contributions	2018-08-23	0
Minimum required contributions for current year target normal cost	2018-08-23	74,822
Net shortfall amortization installment of oustanding balance	2018-08-23	75,196
Total funding amount beforereflecting carryover/prefunding balances	2018-08-23	81,945
Carryover balance elected to use to offset funding requirement	2018-08-23	0
Prefunding balance elected to use to offset funding requirement	2018-08-23	0
Additional cash requirement	2018-08-23	81,945
Contributions allocatedtoward minimum required contributions for current year	2018-08-23	86,443
Unpaid minimum required contributions for current year	2018-08-23	0
Unpaid minimum required contributions for all years	2018-08-23	0
2017: KIM S. GEE, D.D.S., M.S., INC. CASH BALANCE PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	935,030
Acturial value of plan assets	2017-12-31	935,030
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	967,713
Number of active participants	2017-12-31	5
Total funding liabilities for active participants	2017-12-31	967,713
Total participant count	2017-12-31	5
Total funding target for all participants	2017-12-31	967,713
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	12,930
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	12,930
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	164,484
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	156,792
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	130,749
Net shortfall amortization installment of oustanding balance	2017-12-31	32,683
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	137,225
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	137,225
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	156,792
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: KIM S. GEE, D.D.S., M.S., INC. CASH BALANCE PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	721,015
Acturial value of plan assets	2016-12-31	721,015
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	752,984
Number of active participants	2016-12-31	5
Total funding liabilities for active participants	2016-12-31	752,984
Total participant count	2016-12-31	5
Total funding target for all participants	2016-12-31	752,984
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	5,429
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	5,429
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	203,481
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	189,391
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	170,766
Net shortfall amortization installment of oustanding balance	2016-12-31	31,969
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	176,461
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	176,461
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	189,391
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
2014: KIM S. GEE, D.D.S., M.S., INC. CASH BALANCE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4
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	3
Total of all active and inactive participants	2014-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: KIM S. GEE, D.D.S., M.S., INC. CASH BALANCE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	7
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	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: KIM S. GEE, D.D.S., M.S., INC. CASH BALANCE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	7
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	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	7
Number of participants with account balances	2012-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on KIM S. GEE, D.D.S., M.S., INC. CASH BALANCE PENSION PLAN

Measure	Date	Value
2014 : KIM S. GEE, D.D.S., M.S., INC. CASH BALANCE PENSION PLAN 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	$141,095
Expenses. Total of all expenses incurred	2014-12-31	$5,660
Benefits paid (including direct rollovers)	2014-12-31	$5,660
Total plan assets at end of year	2014-12-31	$566,917
Total plan assets at beginning of year	2014-12-31	$431,482
Value of fidelity bond covering the plan	2014-12-31	$1,000,000
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	$1,627
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$135,435
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$566,917
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$431,482
Total contributions received or receivable from employer(s)	2014-12-31	$139,468
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	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : KIM S. GEE, D.D.S., M.S., INC. CASH BALANCE PENSION PLAN 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	$138,019
Expenses. Total of all expenses incurred	2013-12-31	$0
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$431,482
Total plan assets at beginning of year	2013-12-31	$293,463
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
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	$500
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$138,019
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$431,482
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$293,463
Total contributions received or receivable from employer(s)	2013-12-31	$137,519
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	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : KIM S. GEE, D.D.S., M.S., INC. CASH BALANCE PENSION PLAN 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	$293,463
Expenses. Total of all expenses incurred	2012-12-31	$0
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$293,463
Total plan assets at beginning of year	2012-12-31	$0
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
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	$0
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$293,463
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$293,463
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$0
Total contributions received or receivable from employer(s)	2012-12-31	$293,463
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	$0

Form 5500 Responses for KIM S. GEE, D.D.S., M.S., INC. CASH BALANCE PENSION PLAN

2014: KIM S. GEE, D.D.S., M.S., INC. CASH BALANCE PENSION PLAN 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: KIM S. GEE, D.D.S., M.S., INC. CASH BALANCE PENSION PLAN 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: KIM S. GEE, D.D.S., M.S., INC. CASH BALANCE PENSION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	First time form 5500 has been submitted	Yes
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

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Company Name:	KIM S. GEE, D.D.S., M.S., INC.
Employer identification number (EIN):	760049210
NAIC Classification:	621210
NAIC Description:	Offices of Dentists