401k Plan data: TROY FAMILY DENTAL CASH BALANCE PENSION PLAN AND TRUST plan

TROY FAMILY DENTAL CASH BALANCE PENSION PLAN AND TRUST 401k Plan overview

Plan Name	TROY FAMILY DENTAL CASH BALANCE PENSION PLAN AND TRUST
Plan identification number	001

TROY FAMILY DENTAL CASH BALANCE PENSION PLAN AND TRUST Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

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

401k Sponsoring company profile

GATEWAY DENTAL GROUP, LLC DBA TROY FAMILY DENTAL has sponsored the creation of one or more 401k plans.

Company Name: GATEWAY DENTAL GROUP, LLC DBA TROY FAMILY DENTAL

Employer identification number (EIN): 813750832

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TROY FAMILY DENTAL CASH BALANCE PENSION PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 RICHARD BOATMAN 2023-10-11 RICHARD BOATMAN 2023-10-11
001 2021-01-01 RICHARD BOATMAN 2022-10-13 RICHARD BOATMAN 2022-10-13
001 2020-01-01 RICHARD BOATMAN JR 2021-09-22 RICHARD BOATMAN JR 2021-09-22
001 2019-01-01 RICHARD BOATMAN 2020-10-12 RICHARD BOATMAN 2020-10-12
001 2018-01-01 RICHARD BOATMAN 2019-10-09 RICHARD BOATMAN 2019-10-09
001 2017-01-01 RICHARD BOATMAN JR 2018-10-15 RICHARD BOATMAN JR 2018-10-15
001 2016-01-01 RICHARD BOATMAN 2017-10-10 RICHARD BOATMAN 2017-10-10

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	RICHARD BOATMAN	2023-10-11	RICHARD BOATMAN	2023-10-11
001	2021-01-01	RICHARD BOATMAN	2022-10-13	RICHARD BOATMAN	2022-10-13
001	2020-01-01	RICHARD BOATMAN JR	2021-09-22	RICHARD BOATMAN JR	2021-09-22
001	2019-01-01	RICHARD BOATMAN	2020-10-12	RICHARD BOATMAN	2020-10-12
001	2018-01-01	RICHARD BOATMAN	2019-10-09	RICHARD BOATMAN	2019-10-09
001	2017-01-01	RICHARD BOATMAN JR	2018-10-15	RICHARD BOATMAN JR	2018-10-15
001	2016-01-01	RICHARD BOATMAN	2017-10-10	RICHARD BOATMAN	2017-10-10

Plan Statistics for TROY FAMILY DENTAL CASH BALANCE PENSION PLAN AND TRUST

401k plan membership statisitcs for TROY FAMILY DENTAL CASH BALANCE PENSION PLAN AND TRUST

Measure Date Value
2022: TROY FAMILY DENTAL CASH BALANCE PENSION PLAN AND TRUST 2022 401k membership
Market value of plan assets 2022-12-31 1,042,197
Acturial value of plan assets 2022-12-31 1,042,197
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 8
Fundng target for terminated vested participants 2022-12-31 44,136
Active participant vested funding target 2022-12-31 1,122,694
Number of active participants 2022-12-31 26
Total funding liabilities for active participants 2022-12-31 1,123,676
Total participant count 2022-12-31 34
Total funding target for all participants 2022-12-31 1,167,812
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 0
Present value of excess contributions 2022-12-31 23,126
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 23,126
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 23,126
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 23,126
Total employer contributions 2022-12-31 262,763
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 253,236
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 239,073
Net shortfall amortization installment of oustanding balance 2022-12-31 150,022
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 252,937
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 252,937
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 253,236
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: TROY FAMILY DENTAL CASH BALANCE PENSION PLAN AND TRUST 2021 401k membership
Market value of plan assets 2021-12-31 1,113,819
Acturial value of plan assets 2021-12-31 1,113,819
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 8
Fundng target for terminated vested participants 2021-12-31 40,403
Active participant vested funding target 2021-12-31 842,333
Number of active participants 2021-12-31 22
Total funding liabilities for active participants 2021-12-31 842,333
Total participant count 2021-12-31 30
Total funding target for all participants 2021-12-31 882,736
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 5,565
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 5,565
Present value of excess contributions 2021-12-31 193,278
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 193,278
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 193,278
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 199,187
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 0
Total employer contributions 2021-12-31 24,000
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 23,126
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 224,347
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 0
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 23,126
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: TROY FAMILY DENTAL CASH BALANCE PENSION PLAN AND TRUST 2020 401k membership
Market value of plan assets 2020-12-31 855,557
Acturial value of plan assets 2020-12-31 855,557
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 6
Fundng target for terminated vested participants 2020-12-31 21,008
Active participant vested funding target 2020-12-31 803,288
Number of active participants 2020-12-31 20
Total funding liabilities for active participants 2020-12-31 803,288
Total participant count 2020-12-31 26
Total funding target for all participants 2020-12-31 824,296
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 105,111
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 100,260
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 4,851
Present value of excess contributions 2020-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 5,565
Total employer contributions 2020-12-31 200,000
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 193,278
Liquidity shortfalls end of Q1 2020-12-31 0
Liquidity shortfalls end of Q2 2020-12-31 0
Liquidity shortfalls end of Q3 2020-12-31 0
Liquidity shortfalls end of Q4 2020-12-31 0
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 0
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 0
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 193,278
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: TROY FAMILY DENTAL CASH BALANCE PENSION PLAN AND TRUST 2019 401k membership
Market value of plan assets 2019-12-31 682,738
Acturial value of plan assets 2019-12-31 682,738
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 1
Fundng target for terminated vested participants 2019-12-31 1,676
Active participant vested funding target 2019-12-31 594,933
Number of active participants 2019-12-31 24
Total funding liabilities for active participants 2019-12-31 594,933
Total participant count 2019-12-31 25
Total funding target for all participants 2019-12-31 596,609
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 115,925
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 115,925
Present value of excess contributions 2019-12-31 153
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 153
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 153
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 105,111
Total employer contributions 2019-12-31 128,328
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 117,365
Liquidity shortfalls end of Q1 2019-12-31 0
Liquidity shortfalls end of Q2 2019-12-31 0
Liquidity shortfalls end of Q3 2019-12-31 0
Liquidity shortfalls end of Q4 2019-12-31 0
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 217,358
Net shortfall amortization installment of oustanding balance 2019-12-31 24,038
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 221,264
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 103,899
Additional cash requirement 2019-12-31 117,365
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 117,365
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: TROY FAMILY DENTAL CASH BALANCE PENSION PLAN AND TRUST 2018 401k membership
Market value of plan assets 2018-12-31 407,908
Acturial value of plan assets 2018-12-31 407,908
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 1
Fundng target for terminated vested participants 2018-12-31 1,560
Active participant vested funding target 2018-12-31 329,814
Number of active participants 2018-12-31 22
Total funding liabilities for active participants 2018-12-31 330,695
Total participant count 2018-12-31 23
Total funding target for all participants 2018-12-31 332,255
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 17,820
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 17,820
Present value of excess contributions 2018-12-31 96,154
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 96,154
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 96,154
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 2018-12-31 115,925
Total employer contributions 2018-12-31 205,975
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 2018-12-31 198,094
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 2018-12-31 197,941
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 2018-12-31 197,941
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 2018-12-31 197,941
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 198,094
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: TROY FAMILY DENTAL CASH BALANCE PENSION PLAN AND TRUST 2017 401k membership
Market value of plan assets 2017-12-31 229,498
Acturial value of plan assets 2017-12-31 229,498
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 1
Fundng target for terminated vested participants 2017-12-31 1,443
Active participant vested funding target 2017-12-31 205,978
Number of active participants 2017-12-31 18
Total funding liabilities for active participants 2017-12-31 205,978
Total participant count 2017-12-31 19
Total funding target for all participants 2017-12-31 207,421
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 16,736
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 16,736
Present value of excess contributions 2017-12-31 274
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 274
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 274
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 17,820
Total employer contributions 2017-12-31 207,000
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 2017-12-31 195,454
Liquidity shortfalls end of Q1 2017-12-31 0
Liquidity shortfalls end of Q2 2017-12-31 0
Liquidity shortfalls end of Q3 2017-12-31 0
Liquidity shortfalls end of Q4 2017-12-31 0
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 102,502
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 99,300
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 99,300
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 195,454
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: TROY FAMILY DENTAL CASH BALANCE PENSION PLAN AND TRUST 2016 401k membership
Market value of plan assets 2016-12-31 115,367
Acturial value of plan assets 2016-12-31 115,367
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 1
Fundng target for terminated vested participants 2016-12-31 1,331
Active participant vested funding target 2016-12-31 97,732
Number of active participants 2016-12-31 13
Total funding liabilities for active participants 2016-12-31 97,732
Total participant count 2016-12-31 14
Total funding target for all participants 2016-12-31 99,063
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 16,736
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 16,736
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 16,736
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 16,736
Total employer contributions 2016-12-31 98,066
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 94,327
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 94,053
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 94,053
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 94,053
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 94,327
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2022: TROY FAMILY DENTAL CASH BALANCE PENSION PLAN AND TRUST 2022 401k membership
Market value of plan assets	2022-12-31	1,042,197
Acturial value of plan assets	2022-12-31	1,042,197
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	8
Fundng target for terminated vested participants	2022-12-31	44,136
Active participant vested funding target	2022-12-31	1,122,694
Number of active participants	2022-12-31	26
Total funding liabilities for active participants	2022-12-31	1,123,676
Total participant count	2022-12-31	34
Total funding target for all participants	2022-12-31	1,167,812
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	0
Present value of excess contributions	2022-12-31	23,126
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	23,126
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	23,126
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	23,126
Total employer contributions	2022-12-31	262,763
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	253,236
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	239,073
Net shortfall amortization installment of oustanding balance	2022-12-31	150,022
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	252,937
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	252,937
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	253,236
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: TROY FAMILY DENTAL CASH BALANCE PENSION PLAN AND TRUST 2021 401k membership
Market value of plan assets	2021-12-31	1,113,819
Acturial value of plan assets	2021-12-31	1,113,819
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	8
Fundng target for terminated vested participants	2021-12-31	40,403
Active participant vested funding target	2021-12-31	842,333
Number of active participants	2021-12-31	22
Total funding liabilities for active participants	2021-12-31	842,333
Total participant count	2021-12-31	30
Total funding target for all participants	2021-12-31	882,736
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	5,565
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	5,565
Present value of excess contributions	2021-12-31	193,278
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	193,278
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	193,278
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	199,187
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	24,000
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	23,126
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	224,347
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	0
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	23,126
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: TROY FAMILY DENTAL CASH BALANCE PENSION PLAN AND TRUST 2020 401k membership
Market value of plan assets	2020-12-31	855,557
Acturial value of plan assets	2020-12-31	855,557
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	6
Fundng target for terminated vested participants	2020-12-31	21,008
Active participant vested funding target	2020-12-31	803,288
Number of active participants	2020-12-31	20
Total funding liabilities for active participants	2020-12-31	803,288
Total participant count	2020-12-31	26
Total funding target for all participants	2020-12-31	824,296
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	105,111
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	100,260
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	4,851
Present value of excess contributions	2020-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	5,565
Total employer contributions	2020-12-31	200,000
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	193,278
Liquidity shortfalls end of Q1	2020-12-31	0
Liquidity shortfalls end of Q2	2020-12-31	0
Liquidity shortfalls end of Q3	2020-12-31	0
Liquidity shortfalls end of Q4	2020-12-31	0
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	0
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	193,278
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: TROY FAMILY DENTAL CASH BALANCE PENSION PLAN AND TRUST 2019 401k membership
Market value of plan assets	2019-12-31	682,738
Acturial value of plan assets	2019-12-31	682,738
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	1
Fundng target for terminated vested participants	2019-12-31	1,676
Active participant vested funding target	2019-12-31	594,933
Number of active participants	2019-12-31	24
Total funding liabilities for active participants	2019-12-31	594,933
Total participant count	2019-12-31	25
Total funding target for all participants	2019-12-31	596,609
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	115,925
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	115,925
Present value of excess contributions	2019-12-31	153
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	153
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	153
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	105,111
Total employer contributions	2019-12-31	128,328
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	117,365
Liquidity shortfalls end of Q1	2019-12-31	0
Liquidity shortfalls end of Q2	2019-12-31	0
Liquidity shortfalls end of Q3	2019-12-31	0
Liquidity shortfalls end of Q4	2019-12-31	0
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	217,358
Net shortfall amortization installment of oustanding balance	2019-12-31	24,038
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	221,264
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	103,899
Additional cash requirement	2019-12-31	117,365
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	117,365
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: TROY FAMILY DENTAL CASH BALANCE PENSION PLAN AND TRUST 2018 401k membership
Market value of plan assets	2018-12-31	407,908
Acturial value of plan assets	2018-12-31	407,908
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	1
Fundng target for terminated vested participants	2018-12-31	1,560
Active participant vested funding target	2018-12-31	329,814
Number of active participants	2018-12-31	22
Total funding liabilities for active participants	2018-12-31	330,695
Total participant count	2018-12-31	23
Total funding target for all participants	2018-12-31	332,255
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	17,820
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	17,820
Present value of excess contributions	2018-12-31	96,154
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	96,154
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	96,154
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	115,925
Total employer contributions	2018-12-31	205,975
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	198,094
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	197,941
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	197,941
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	197,941
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	198,094
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: TROY FAMILY DENTAL CASH BALANCE PENSION PLAN AND TRUST 2017 401k membership
Market value of plan assets	2017-12-31	229,498
Acturial value of plan assets	2017-12-31	229,498
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	1
Fundng target for terminated vested participants	2017-12-31	1,443
Active participant vested funding target	2017-12-31	205,978
Number of active participants	2017-12-31	18
Total funding liabilities for active participants	2017-12-31	205,978
Total participant count	2017-12-31	19
Total funding target for all participants	2017-12-31	207,421
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	16,736
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	16,736
Present value of excess contributions	2017-12-31	274
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	274
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	274
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	17,820
Total employer contributions	2017-12-31	207,000
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	195,454
Liquidity shortfalls end of Q1	2017-12-31	0
Liquidity shortfalls end of Q2	2017-12-31	0
Liquidity shortfalls end of Q3	2017-12-31	0
Liquidity shortfalls end of Q4	2017-12-31	0
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	102,502
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	99,300
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	99,300
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	195,454
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: TROY FAMILY DENTAL CASH BALANCE PENSION PLAN AND TRUST 2016 401k membership
Market value of plan assets	2016-12-31	115,367
Acturial value of plan assets	2016-12-31	115,367
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	1
Fundng target for terminated vested participants	2016-12-31	1,331
Active participant vested funding target	2016-12-31	97,732
Number of active participants	2016-12-31	13
Total funding liabilities for active participants	2016-12-31	97,732
Total participant count	2016-12-31	14
Total funding target for all participants	2016-12-31	99,063
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	16,736
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	16,736
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	16,736
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	16,736
Total employer contributions	2016-12-31	98,066
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	94,327
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	94,053
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	94,053
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	94,053
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	94,327
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	GATEWAY DENTAL GROUP, LLC DBA TROY FAMILY DENTAL
Employer identification number (EIN):	813750832
NAIC Classification:	621210
NAIC Description:	Offices of Dentists