401k Plan data: CHARLES J. RUFF, DMD, PA CASH BALANCE PLAN plan

CHARLES J. RUFF, DMD, PA CASH BALANCE PLAN 401k Plan overview

Plan Name	CHARLES J. RUFF, DMD, PA CASH BALANCE PLAN
Plan identification number	003

CHARLES J. RUFF, DMD, PA CASH BALANCE 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).
Plan covering Self-Employed individuals.
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

CHARLES J. RUFF, DMD, PA has sponsored the creation of one or more 401k plans.

Company Name: CHARLES J. RUFF, DMD, PA

Employer identification number (EIN): 010391616

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHARLES J. RUFF, DMD, PA CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2021-07-01 CHARLES J. RUFF 2022-02-02
003 2020-07-01 CHARLES J. RUFF 2021-11-30
003 2019-07-01 CHARLES J. RUFF 2021-01-20
003 2018-07-01 CHARLES J. RUFF 2020-04-03
003 2017-07-01 CHARLES RUFF 2019-04-15
003 2016-07-01 CHARLES RUFF 2018-04-10
003 2015-07-01 CHARLES RUFF 2017-04-06
003 2014-07-01 CHARLES RUFF 2016-04-05
003 2013-07-01 CHARLES RUFF 2015-04-15
003 2012-07-01 CHARLES RUFF 2015-04-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2021-07-01	CHARLES J. RUFF	2022-02-02
003	2020-07-01	CHARLES J. RUFF	2021-11-30
003	2019-07-01	CHARLES J. RUFF	2021-01-20
003	2018-07-01	CHARLES J. RUFF	2020-04-03
003	2017-07-01	CHARLES RUFF	2019-04-15
003	2016-07-01	CHARLES RUFF	2018-04-10
003	2015-07-01	CHARLES RUFF	2017-04-06
003	2014-07-01	CHARLES RUFF	2016-04-05
003	2013-07-01	CHARLES RUFF	2015-04-15
003	2012-07-01	CHARLES RUFF	2015-04-15

Plan Statistics for CHARLES J. RUFF, DMD, PA CASH BALANCE PLAN

401k plan membership statisitcs for CHARLES J. RUFF, DMD, PA CASH BALANCE PLAN

Measure Date Value
2020: CHARLES J. RUFF, DMD, PA CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-09-30 937,661
Acturial value of plan assets 2020-09-30 937,661
Funding target for retired participants and beneficiaries receiving payment 2020-09-30 0
Number of terminated vested participants 2020-09-30 7
Fundng target for terminated vested participants 2020-09-30 933,787
Active participant vested funding target 2020-09-30 0
Number of active participants 2020-09-30 0
Total funding liabilities for active participants 2020-09-30 0
Total participant count 2020-09-30 7
Total funding target for all participants 2020-09-30 933,787
Balance at beginning of prior year after applicable adjustments 2020-09-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-09-30 5,338
Carryover balanced portion elected for use to offset prior years funding requirement 2020-09-30 0
Prefunding balanced used to offset prior years funding requirement 2020-09-30 0
Amount remaining of carryover balance 2020-09-30 0
Amount remaining of prefunding balance 2020-09-30 5,338
Present value of excess contributions 2020-09-30 5,662
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-09-30 5,662
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-09-30 0
Reductions in caryover balances due to elections or deemed elections 2020-09-30 0
Reductions in prefunding balances due to elections or deemed elections 2020-09-30 0
Balance of carryovers at beginning of current year 2020-09-30 0
Balance of prefunding at beginning of current year 2020-09-30 5,958
Total employer contributions 2020-09-30 0
Total employee contributions 2020-09-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-09-30 0
Contributions made to avoid restrictions adjusted to valuation date 2020-09-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-09-30 0
Liquidity shortfalls end of Q1 2020-09-30 0
Liquidity shortfalls end of Q2 2020-09-30 0
Liquidity shortfalls end of Q3 2020-09-30 0
Liquidity shortfalls end of Q4 2020-09-30 0
Unpaid minimum required contributions for all prior years 2020-09-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-09-30 0
Remaining amount of unpaid minimum required contributions 2020-09-30 0
Minimum required contributions for current year target normal cost 2020-09-30 0
Net shortfall amortization installment of oustanding balance 2020-09-30 2,084
Waiver amortization installment 2020-09-30 0
Total funding amount beforereflecting carryover/prefunding balances 2020-09-30 121
Carryover balance elected to use to offset funding requirement 2020-09-30 0
Prefunding balance elected to use to offset funding requirement 2020-09-30 121
Additional cash requirement 2020-09-30 0
Contributions allocatedtoward minimum required contributions for current year 2020-09-30 0
Unpaid minimum required contributions for current year 2020-09-30 0
Unpaid minimum required contributions for all years 2020-09-30 0
Market value of plan assets 2020-06-30 886,134
Acturial value of plan assets 2020-06-30 886,134
Funding target for retired participants and beneficiaries receiving payment 2020-06-30 0
Number of terminated vested participants 2020-06-30 7
Fundng target for terminated vested participants 2020-06-30 887,977
Active participant vested funding target 2020-06-30 0
Number of active participants 2020-06-30 0
Total funding liabilities for active participants 2020-06-30 0
Total participant count 2020-06-30 7
Total funding target for all participants 2020-06-30 887,977
Balance at beginning of prior year after applicable adjustments 2020-06-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-06-30 4,790
Carryover balanced portion elected for use to offset prior years funding requirement 2020-06-30 0
Prefunding balanced used to offset prior years funding requirement 2020-06-30 0
Amount remaining of carryover balance 2020-06-30 0
Amount remaining of prefunding balance 2020-06-30 4,790
Present value of excess contributions 2020-06-30 1,061
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-06-30 1,061
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-06-30 0
Reductions in caryover balances due to elections or deemed elections 2020-06-30 0
Reductions in prefunding balances due to elections or deemed elections 2020-06-30 0
Balance of carryovers at beginning of current year 2020-06-30 0
Balance of prefunding at beginning of current year 2020-06-30 5,338
Total employer contributions 2020-06-30 52,406
Total employee contributions 2020-06-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-06-30 0
Contributions made to avoid restrictions adjusted to valuation date 2020-06-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-06-30 51,520
Unpaid minimum required contributions for all prior years 2020-06-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-06-30 0
Remaining amount of unpaid minimum required contributions 2020-06-30 0
Minimum required contributions for current year target normal cost 2020-06-30 44,642
Net shortfall amortization installment of oustanding balance 2020-06-30 7,486
Waiver amortization installment 2020-06-30 0
Total funding amount beforereflecting carryover/prefunding balances 2020-06-30 45,858
Carryover balance elected to use to offset funding requirement 2020-06-30 0
Prefunding balance elected to use to offset funding requirement 2020-06-30 0
Additional cash requirement 2020-06-30 45,858
Contributions allocatedtoward minimum required contributions for current year 2020-06-30 51,520
Unpaid minimum required contributions for current year 2020-06-30 0
Unpaid minimum required contributions for all years 2020-06-30 0
2019: CHARLES J. RUFF, DMD, PA CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-06-30 759,121
Acturial value of plan assets 2019-06-30 759,121
Funding target for retired participants and beneficiaries receiving payment 2019-06-30 0
Number of terminated vested participants 2019-06-30 0
Fundng target for terminated vested participants 2019-06-30 0
Active participant vested funding target 2019-06-30 753,742
Number of active participants 2019-06-30 8
Total funding liabilities for active participants 2019-06-30 753,742
Total participant count 2019-06-30 8
Total funding target for all participants 2019-06-30 753,742
Balance at beginning of prior year after applicable adjustments 2019-06-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-06-30 4,868
Carryover balanced portion elected for use to offset prior years funding requirement 2019-06-30 0
Prefunding balanced used to offset prior years funding requirement 2019-06-30 0
Amount remaining of carryover balance 2019-06-30 0
Amount remaining of prefunding balance 2019-06-30 4,868
Present value of excess contributions 2019-06-30 5,966
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-06-30 5,966
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-06-30 0
Reductions in caryover balances due to elections or deemed elections 2019-06-30 0
Reductions in prefunding balances due to elections or deemed elections 2019-06-30 0
Balance of carryovers at beginning of current year 2019-06-30 0
Balance of prefunding at beginning of current year 2019-06-30 4,790
Total employer contributions 2019-06-30 95,839
Total employee contributions 2019-06-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-06-30 0
Contributions made to avoid restrictions adjusted to valuation date 2019-06-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-06-30 91,272
Liquidity shortfalls end of Q1 2019-06-30 0
Liquidity shortfalls end of Q2 2019-06-30 0
Liquidity shortfalls end of Q3 2019-06-30 0
Liquidity shortfalls end of Q4 2019-06-30 0
Unpaid minimum required contributions for all prior years 2019-06-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-06-30 0
Remaining amount of unpaid minimum required contributions 2019-06-30 0
Minimum required contributions for current year target normal cost 2019-06-30 90,518
Net shortfall amortization installment of oustanding balance 2019-06-30 0
Waiver amortization installment 2019-06-30 0
Total funding amount beforereflecting carryover/prefunding balances 2019-06-30 90,211
Carryover balance elected to use to offset funding requirement 2019-06-30 0
Prefunding balance elected to use to offset funding requirement 2019-06-30 0
Additional cash requirement 2019-06-30 90,211
Contributions allocatedtoward minimum required contributions for current year 2019-06-30 91,272
Unpaid minimum required contributions for current year 2019-06-30 0
Unpaid minimum required contributions for all years 2019-06-30 0
2018: CHARLES J. RUFF, DMD, PA CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-06-30 562,592
Acturial value of plan assets 2018-06-30 562,592
Funding target for retired participants and beneficiaries receiving payment 2018-06-30 0
Number of terminated vested participants 2018-06-30 0
Fundng target for terminated vested participants 2018-06-30 0
Active participant vested funding target 2018-06-30 614,410
Number of active participants 2018-06-30 8
Total funding liabilities for active participants 2018-06-30 614,410
Total participant count 2018-06-30 8
Total funding target for all participants 2018-06-30 614,410
Balance at beginning of prior year after applicable adjustments 2018-06-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-06-30 25,529
Carryover balanced portion elected for use to offset prior years funding requirement 2018-06-30 0
Prefunding balanced used to offset prior years funding requirement 2018-06-30 20,623
Amount remaining of carryover balance 2018-06-30 0
Amount remaining of prefunding balance 2018-06-30 4,906
Present value of excess contributions 2018-06-30 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-06-30 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-06-30 0
Reductions in caryover balances due to elections or deemed elections 2018-06-30 0
Reductions in prefunding balances due to elections or deemed elections 2018-06-30 0
Balance of carryovers at beginning of current year 2018-06-30 0
Balance of prefunding at beginning of current year 2018-06-30 4,868
Total employer contributions 2018-06-30 123,562
Total employee contributions 2018-06-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-06-30 0
Contributions made to avoid restrictions adjusted to valuation date 2018-06-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-06-30 117,942
Liquidity shortfalls end of Q1 2018-06-30 0
Liquidity shortfalls end of Q2 2018-06-30 0
Liquidity shortfalls end of Q3 2018-06-30 0
Liquidity shortfalls end of Q4 2018-06-30 0
Unpaid minimum required contributions for all prior years 2018-06-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-06-30 0
Remaining amount of unpaid minimum required contributions 2018-06-30 0
Minimum required contributions for current year target normal cost 2018-06-30 102,115
Net shortfall amortization installment of oustanding balance 2018-06-30 56,981
Waiver amortization installment 2018-06-30 0
Total funding amount beforereflecting carryover/prefunding balances 2018-06-30 111,976
Carryover balance elected to use to offset funding requirement 2018-06-30 0
Prefunding balance elected to use to offset funding requirement 2018-06-30 0
Additional cash requirement 2018-06-30 111,976
Contributions allocatedtoward minimum required contributions for current year 2018-06-30 117,942
Unpaid minimum required contributions for current year 2018-06-30 0
Unpaid minimum required contributions for all years 2018-06-30 0
2017: CHARLES J. RUFF, DMD, PA CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-06-30 483,133
Acturial value of plan assets 2017-06-30 483,133
Funding target for retired participants and beneficiaries receiving payment 2017-06-30 0
Number of terminated vested participants 2017-06-30 0
Fundng target for terminated vested participants 2017-06-30 0
Active participant vested funding target 2017-06-30 481,895
Number of active participants 2017-06-30 8
Total funding liabilities for active participants 2017-06-30 481,895
Total participant count 2017-06-30 8
Total funding target for all participants 2017-06-30 481,895
Balance at beginning of prior year after applicable adjustments 2017-06-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-06-30 14,080
Carryover balanced portion elected for use to offset prior years funding requirement 2017-06-30 0
Prefunding balanced used to offset prior years funding requirement 2017-06-30 0
Amount remaining of carryover balance 2017-06-30 0
Amount remaining of prefunding balance 2017-06-30 14,080
Present value of excess contributions 2017-06-30 10,128
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-06-30 10,128
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-06-30 10,128
Reductions in caryover balances due to elections or deemed elections 2017-06-30 0
Reductions in prefunding balances due to elections or deemed elections 2017-06-30 0
Balance of carryovers at beginning of current year 2017-06-30 0
Balance of prefunding at beginning of current year 2017-06-30 25,529
Total employer contributions 2017-06-30 88,300
Total employee contributions 2017-06-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-06-30 0
Contributions made to avoid restrictions adjusted to valuation date 2017-06-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-06-30 86,944
Unpaid minimum required contributions for all prior years 2017-06-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-06-30 0
Remaining amount of unpaid minimum required contributions 2017-06-30 0
Minimum required contributions for current year target normal cost 2017-06-30 104,597
Net shortfall amortization installment of oustanding balance 2017-06-30 25,915
Waiver amortization installment 2017-06-30 0
Waived amount of outstanding balance 2017-06-30 0
Total funding amount beforereflecting carryover/prefunding balances 2017-06-30 108,879
Carryover balance elected to use to offset funding requirement 2017-06-30 0
Prefunding balance elected to use to offset funding requirement 2017-06-30 21,935
Additional cash requirement 2017-06-30 86,944
Contributions allocatedtoward minimum required contributions for current year 2017-06-30 86,944
Unpaid minimum required contributions for current year 2017-06-30 0
Unpaid minimum required contributions for all years 2017-06-30 0

Measure	Date	Value
2020: CHARLES J. RUFF, DMD, PA CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-09-30	937,661
Acturial value of plan assets	2020-09-30	937,661
Funding target for retired participants and beneficiaries receiving payment	2020-09-30	0
Number of terminated vested participants	2020-09-30	7
Fundng target for terminated vested participants	2020-09-30	933,787
Active participant vested funding target	2020-09-30	0
Number of active participants	2020-09-30	0
Total funding liabilities for active participants	2020-09-30	0
Total participant count	2020-09-30	7
Total funding target for all participants	2020-09-30	933,787
Balance at beginning of prior year after applicable adjustments	2020-09-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-09-30	5,338
Carryover balanced portion elected for use to offset prior years funding requirement	2020-09-30	0
Prefunding balanced used to offset prior years funding requirement	2020-09-30	0
Amount remaining of carryover balance	2020-09-30	0
Amount remaining of prefunding balance	2020-09-30	5,338
Present value of excess contributions	2020-09-30	5,662
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-09-30	5,662
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-09-30	0
Reductions in caryover balances due to elections or deemed elections	2020-09-30	0
Reductions in prefunding balances due to elections or deemed elections	2020-09-30	0
Balance of carryovers at beginning of current year	2020-09-30	0
Balance of prefunding at beginning of current year	2020-09-30	5,958
Total employer contributions	2020-09-30	0
Total employee contributions	2020-09-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-09-30	0
Contributions made to avoid restrictions adjusted to valuation date	2020-09-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-09-30	0
Liquidity shortfalls end of Q1	2020-09-30	0
Liquidity shortfalls end of Q2	2020-09-30	0
Liquidity shortfalls end of Q3	2020-09-30	0
Liquidity shortfalls end of Q4	2020-09-30	0
Unpaid minimum required contributions for all prior years	2020-09-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-09-30	0
Remaining amount of unpaid minimum required contributions	2020-09-30	0
Minimum required contributions for current year target normal cost	2020-09-30	0
Net shortfall amortization installment of oustanding balance	2020-09-30	2,084
Waiver amortization installment	2020-09-30	0
Total funding amount beforereflecting carryover/prefunding balances	2020-09-30	121
Carryover balance elected to use to offset funding requirement	2020-09-30	0
Prefunding balance elected to use to offset funding requirement	2020-09-30	121
Additional cash requirement	2020-09-30	0
Contributions allocatedtoward minimum required contributions for current year	2020-09-30	0
Unpaid minimum required contributions for current year	2020-09-30	0
Unpaid minimum required contributions for all years	2020-09-30	0
Market value of plan assets	2020-06-30	886,134
Acturial value of plan assets	2020-06-30	886,134
Funding target for retired participants and beneficiaries receiving payment	2020-06-30	0
Number of terminated vested participants	2020-06-30	7
Fundng target for terminated vested participants	2020-06-30	887,977
Active participant vested funding target	2020-06-30	0
Number of active participants	2020-06-30	0
Total funding liabilities for active participants	2020-06-30	0
Total participant count	2020-06-30	7
Total funding target for all participants	2020-06-30	887,977
Balance at beginning of prior year after applicable adjustments	2020-06-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-06-30	4,790
Carryover balanced portion elected for use to offset prior years funding requirement	2020-06-30	0
Prefunding balanced used to offset prior years funding requirement	2020-06-30	0
Amount remaining of carryover balance	2020-06-30	0
Amount remaining of prefunding balance	2020-06-30	4,790
Present value of excess contributions	2020-06-30	1,061
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-06-30	1,061
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-06-30	0
Reductions in caryover balances due to elections or deemed elections	2020-06-30	0
Reductions in prefunding balances due to elections or deemed elections	2020-06-30	0
Balance of carryovers at beginning of current year	2020-06-30	0
Balance of prefunding at beginning of current year	2020-06-30	5,338
Total employer contributions	2020-06-30	52,406
Total employee contributions	2020-06-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-06-30	0
Contributions made to avoid restrictions adjusted to valuation date	2020-06-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-06-30	51,520
Unpaid minimum required contributions for all prior years	2020-06-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-06-30	0
Remaining amount of unpaid minimum required contributions	2020-06-30	0
Minimum required contributions for current year target normal cost	2020-06-30	44,642
Net shortfall amortization installment of oustanding balance	2020-06-30	7,486
Waiver amortization installment	2020-06-30	0
Total funding amount beforereflecting carryover/prefunding balances	2020-06-30	45,858
Carryover balance elected to use to offset funding requirement	2020-06-30	0
Prefunding balance elected to use to offset funding requirement	2020-06-30	0
Additional cash requirement	2020-06-30	45,858
Contributions allocatedtoward minimum required contributions for current year	2020-06-30	51,520
Unpaid minimum required contributions for current year	2020-06-30	0
Unpaid minimum required contributions for all years	2020-06-30	0
2019: CHARLES J. RUFF, DMD, PA CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-06-30	759,121
Acturial value of plan assets	2019-06-30	759,121
Funding target for retired participants and beneficiaries receiving payment	2019-06-30	0
Number of terminated vested participants	2019-06-30	0
Fundng target for terminated vested participants	2019-06-30	0
Active participant vested funding target	2019-06-30	753,742
Number of active participants	2019-06-30	8
Total funding liabilities for active participants	2019-06-30	753,742
Total participant count	2019-06-30	8
Total funding target for all participants	2019-06-30	753,742
Balance at beginning of prior year after applicable adjustments	2019-06-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-06-30	4,868
Carryover balanced portion elected for use to offset prior years funding requirement	2019-06-30	0
Prefunding balanced used to offset prior years funding requirement	2019-06-30	0
Amount remaining of carryover balance	2019-06-30	0
Amount remaining of prefunding balance	2019-06-30	4,868
Present value of excess contributions	2019-06-30	5,966
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-06-30	5,966
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-06-30	0
Reductions in caryover balances due to elections or deemed elections	2019-06-30	0
Reductions in prefunding balances due to elections or deemed elections	2019-06-30	0
Balance of carryovers at beginning of current year	2019-06-30	0
Balance of prefunding at beginning of current year	2019-06-30	4,790
Total employer contributions	2019-06-30	95,839
Total employee contributions	2019-06-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-06-30	0
Contributions made to avoid restrictions adjusted to valuation date	2019-06-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-06-30	91,272
Liquidity shortfalls end of Q1	2019-06-30	0
Liquidity shortfalls end of Q2	2019-06-30	0
Liquidity shortfalls end of Q3	2019-06-30	0
Liquidity shortfalls end of Q4	2019-06-30	0
Unpaid minimum required contributions for all prior years	2019-06-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-06-30	0
Remaining amount of unpaid minimum required contributions	2019-06-30	0
Minimum required contributions for current year target normal cost	2019-06-30	90,518
Net shortfall amortization installment of oustanding balance	2019-06-30	0
Waiver amortization installment	2019-06-30	0
Total funding amount beforereflecting carryover/prefunding balances	2019-06-30	90,211
Carryover balance elected to use to offset funding requirement	2019-06-30	0
Prefunding balance elected to use to offset funding requirement	2019-06-30	0
Additional cash requirement	2019-06-30	90,211
Contributions allocatedtoward minimum required contributions for current year	2019-06-30	91,272
Unpaid minimum required contributions for current year	2019-06-30	0
Unpaid minimum required contributions for all years	2019-06-30	0
2018: CHARLES J. RUFF, DMD, PA CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-06-30	562,592
Acturial value of plan assets	2018-06-30	562,592
Funding target for retired participants and beneficiaries receiving payment	2018-06-30	0
Number of terminated vested participants	2018-06-30	0
Fundng target for terminated vested participants	2018-06-30	0
Active participant vested funding target	2018-06-30	614,410
Number of active participants	2018-06-30	8
Total funding liabilities for active participants	2018-06-30	614,410
Total participant count	2018-06-30	8
Total funding target for all participants	2018-06-30	614,410
Balance at beginning of prior year after applicable adjustments	2018-06-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-06-30	25,529
Carryover balanced portion elected for use to offset prior years funding requirement	2018-06-30	0
Prefunding balanced used to offset prior years funding requirement	2018-06-30	20,623
Amount remaining of carryover balance	2018-06-30	0
Amount remaining of prefunding balance	2018-06-30	4,906
Present value of excess contributions	2018-06-30	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-06-30	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-06-30	0
Reductions in caryover balances due to elections or deemed elections	2018-06-30	0
Reductions in prefunding balances due to elections or deemed elections	2018-06-30	0
Balance of carryovers at beginning of current year	2018-06-30	0
Balance of prefunding at beginning of current year	2018-06-30	4,868
Total employer contributions	2018-06-30	123,562
Total employee contributions	2018-06-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-06-30	0
Contributions made to avoid restrictions adjusted to valuation date	2018-06-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-06-30	117,942
Liquidity shortfalls end of Q1	2018-06-30	0
Liquidity shortfalls end of Q2	2018-06-30	0
Liquidity shortfalls end of Q3	2018-06-30	0
Liquidity shortfalls end of Q4	2018-06-30	0
Unpaid minimum required contributions for all prior years	2018-06-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-06-30	0
Remaining amount of unpaid minimum required contributions	2018-06-30	0
Minimum required contributions for current year target normal cost	2018-06-30	102,115
Net shortfall amortization installment of oustanding balance	2018-06-30	56,981
Waiver amortization installment	2018-06-30	0
Total funding amount beforereflecting carryover/prefunding balances	2018-06-30	111,976
Carryover balance elected to use to offset funding requirement	2018-06-30	0
Prefunding balance elected to use to offset funding requirement	2018-06-30	0
Additional cash requirement	2018-06-30	111,976
Contributions allocatedtoward minimum required contributions for current year	2018-06-30	117,942
Unpaid minimum required contributions for current year	2018-06-30	0
Unpaid minimum required contributions for all years	2018-06-30	0
2017: CHARLES J. RUFF, DMD, PA CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-06-30	483,133
Acturial value of plan assets	2017-06-30	483,133
Funding target for retired participants and beneficiaries receiving payment	2017-06-30	0
Number of terminated vested participants	2017-06-30	0
Fundng target for terminated vested participants	2017-06-30	0
Active participant vested funding target	2017-06-30	481,895
Number of active participants	2017-06-30	8
Total funding liabilities for active participants	2017-06-30	481,895
Total participant count	2017-06-30	8
Total funding target for all participants	2017-06-30	481,895
Balance at beginning of prior year after applicable adjustments	2017-06-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-06-30	14,080
Carryover balanced portion elected for use to offset prior years funding requirement	2017-06-30	0
Prefunding balanced used to offset prior years funding requirement	2017-06-30	0
Amount remaining of carryover balance	2017-06-30	0
Amount remaining of prefunding balance	2017-06-30	14,080
Present value of excess contributions	2017-06-30	10,128
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-06-30	10,128
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-06-30	10,128
Reductions in caryover balances due to elections or deemed elections	2017-06-30	0
Reductions in prefunding balances due to elections or deemed elections	2017-06-30	0
Balance of carryovers at beginning of current year	2017-06-30	0
Balance of prefunding at beginning of current year	2017-06-30	25,529
Total employer contributions	2017-06-30	88,300
Total employee contributions	2017-06-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-06-30	0
Contributions made to avoid restrictions adjusted to valuation date	2017-06-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-06-30	86,944
Unpaid minimum required contributions for all prior years	2017-06-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-06-30	0
Remaining amount of unpaid minimum required contributions	2017-06-30	0
Minimum required contributions for current year target normal cost	2017-06-30	104,597
Net shortfall amortization installment of oustanding balance	2017-06-30	25,915
Waiver amortization installment	2017-06-30	0
Waived amount of outstanding balance	2017-06-30	0
Total funding amount beforereflecting carryover/prefunding balances	2017-06-30	108,879
Carryover balance elected to use to offset funding requirement	2017-06-30	0
Prefunding balance elected to use to offset funding requirement	2017-06-30	21,935
Additional cash requirement	2017-06-30	86,944
Contributions allocatedtoward minimum required contributions for current year	2017-06-30	86,944
Unpaid minimum required contributions for current year	2017-06-30	0
Unpaid minimum required contributions for all years	2017-06-30	0

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Company Name:	CHARLES J. RUFF, DMD, PA
Employer identification number (EIN):	010391616
NAIC Classification:	621210
NAIC Description:	Offices of Dentists