401k Plan data: ROBERT J. FLORIO, DDS CASH BALANCE PLAN plan

ROBERT J. FLORIO, DDS CASH BALANCE PLAN 401k Plan overview

Plan Name	ROBERT J. FLORIO, DDS CASH BALANCE PLAN
Plan identification number	003

ROBERT J. FLORIO, DDS CASH BALANCE PLAN 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).

401k Sponsoring company profile

ROBERT J. FLORIO, D.D.S. has sponsored the creation of one or more 401k plans.

Company Name: ROBERT J. FLORIO, D.D.S.

Employer identification number (EIN): 112497511

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT J. FLORIO, DDS CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01
003 2017-01-01
003 2016-01-01 ROBERT FLORIO 2017-09-22 ROBERT FLORIO 2017-09-22
003 2015-01-01 ROBERT FLORIO 2016-09-28 ROBERT FLORIO 2016-09-28
003 2014-01-01 ROBERT FLORIO 2016-08-31 ROBERT FLORIO 2016-08-31
003 2014-01-01 ROBERT FLORIO 2015-09-23
003 2013-01-01 ROBERT FLORIO 2014-10-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2021-01-01
003	2020-01-01
003	2019-01-01
003	2018-01-01
003	2017-01-01
003	2016-01-01	ROBERT FLORIO	2017-09-22	ROBERT FLORIO	2017-09-22
003	2015-01-01	ROBERT FLORIO	2016-09-28	ROBERT FLORIO	2016-09-28
003	2014-01-01	ROBERT FLORIO	2016-08-31	ROBERT FLORIO	2016-08-31
003	2014-01-01	ROBERT FLORIO	2015-09-23
003	2013-01-01	ROBERT FLORIO	2014-10-15

Plan Statistics for ROBERT J. FLORIO, DDS CASH BALANCE PLAN

401k plan membership statisitcs for ROBERT J. FLORIO, DDS CASH BALANCE PLAN

Measure Date Value
2021: ROBERT J. FLORIO, DDS CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 1,003,494
Acturial value of plan assets 2021-12-31 1,003,494
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 2
Fundng target for terminated vested participants 2021-12-31 1,854
Active participant vested funding target 2021-12-31 955,901
Number of active participants 2021-12-31 7
Total funding liabilities for active participants 2021-12-31 963,989
Total participant count 2021-12-31 9
Total funding target for all participants 2021-12-31 965,843
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 1,890
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 1,890
Present value of excess contributions 2021-12-31 16,266
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 17,248
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 1,920
Total employer contributions 2021-12-31 85,000
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 79,333
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 78,919
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 59,530
Additional cash requirement 2021-12-31 59,530
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 79,333
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: ROBERT J. FLORIO, DDS CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 833,680
Acturial value of plan assets 2020-12-31 833,680
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 2
Fundng target for terminated vested participants 2020-12-31 14,646
Active participant vested funding target 2020-12-31 829,727
Number of active participants 2020-12-31 9
Total funding liabilities for active participants 2020-12-31 838,125
Total participant count 2020-12-31 11
Total funding target for all participants 2020-12-31 852,771
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 1,852
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 1,852
Present value of excess contributions 2020-12-31 10,286
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 10,897
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 1,890
Total employer contributions 2020-12-31 125,000
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 2020-12-31 118,692
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 93,845
Net shortfall amortization installment of oustanding balance 2020-12-31 30,649
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 102,426
Additional cash requirement 2020-12-31 102,426
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 118,692
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: ROBERT J. FLORIO, DDS CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 689,695
Acturial value of plan assets 2019-12-31 689,695
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 6,311
Active participant vested funding target 2019-12-31 710,683
Number of active participants 2019-12-31 9
Total funding liabilities for active participants 2019-12-31 714,453
Total participant count 2019-12-31 10
Total funding target for all participants 2019-12-31 720,764
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 1,842
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 1,842
Present value of excess contributions 2019-12-31 985
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 1,047
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
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 1,852
Total employer contributions 2019-12-31 145,000
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 2019-12-31 134,352
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 2019-12-31 117,173
Net shortfall amortization installment of oustanding balance 2019-12-31 26,720
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 124,066
Additional cash requirement 2019-12-31 124,066
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 134,352
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: ROBERT J. FLORIO, DDS CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 549,474
Acturial value of plan assets 2018-12-31 549,474
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 0
Fundng target for terminated vested participants 2018-12-31 0
Active participant vested funding target 2018-12-31 582,338
Number of active participants 2018-12-31 12
Total funding liabilities for active participants 2018-12-31 584,005
Total participant count 2018-12-31 12
Total funding target for all participants 2018-12-31 584,005
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 1,948
Prefunding balanced used to offset prior years funding requirement 2018-12-31 109
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 1,839
Present value of excess contributions 2018-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 1,842
Total employer contributions 2018-12-31 125,000
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 119,499
Liquidity shortfalls end of Q1 2018-12-31 0
Liquidity shortfalls end of Q2 2018-12-31 0
Liquidity shortfalls end of Q3 2018-12-31 0
Liquidity shortfalls end of Q4 2018-12-31 0
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 2018-12-31 110,970
Net shortfall amortization installment of oustanding balance 2018-12-31 36,601
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 118,514
Additional cash requirement 2018-12-31 118,514
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 119,499
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: ROBERT J. FLORIO, DDS CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 432,225
Acturial value of plan assets 2017-12-31 432,225
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 2
Fundng target for terminated vested participants 2017-12-31 1,991
Active participant vested funding target 2017-12-31 449,351
Number of active participants 2017-12-31 10
Total funding liabilities for active participants 2017-12-31 452,584
Total participant count 2017-12-31 12
Total funding target for all participants 2017-12-31 454,575
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 11,988
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 10,043
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 1,945
Present value of excess contributions 2017-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 0
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 1,948
Total employer contributions 2017-12-31 124,415
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 2017-12-31 119,508
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 2017-12-31 114,726
Net shortfall amortization installment of oustanding balance 2017-12-31 24,417
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 119,617
Prefunding balance elected to use to offset funding requirement 2017-12-31 109
Additional cash requirement 2017-12-31 119,508
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 119,508
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: ROBERT J. FLORIO, DDS CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 324,721
Acturial value of plan assets 2016-12-31 324,721
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 1,788
Active participant vested funding target 2016-12-31 332,257
Number of active participants 2016-12-31 9
Total funding liabilities for active participants 2016-12-31 332,257
Total participant count 2016-12-31 10
Total funding target for all participants 2016-12-31 334,045
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 20,447
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 8,308
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 12,139
Present value of excess contributions 2016-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 0
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 11,988
Total employer contributions 2016-12-31 106,957
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 98,793
Liquidity shortfalls end of Q1 2016-12-31 0
Liquidity shortfalls end of Q2 2016-12-31 0
Liquidity shortfalls end of Q3 2016-12-31 0
Liquidity shortfalls end of Q4 2016-12-31 0
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 2016-12-31 104,827
Net shortfall amortization installment of oustanding balance 2016-12-31 21,925
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 108,836
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 10,043
Additional cash requirement 2016-12-31 98,793
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 98,793
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
2021: ROBERT J. FLORIO, DDS CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	1,003,494
Acturial value of plan assets	2021-12-31	1,003,494
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	2
Fundng target for terminated vested participants	2021-12-31	1,854
Active participant vested funding target	2021-12-31	955,901
Number of active participants	2021-12-31	7
Total funding liabilities for active participants	2021-12-31	963,989
Total participant count	2021-12-31	9
Total funding target for all participants	2021-12-31	965,843
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	1,890
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	1,890
Present value of excess contributions	2021-12-31	16,266
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	17,248
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	1,920
Total employer contributions	2021-12-31	85,000
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	79,333
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	78,919
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	59,530
Additional cash requirement	2021-12-31	59,530
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	79,333
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: ROBERT J. FLORIO, DDS CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	833,680
Acturial value of plan assets	2020-12-31	833,680
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	2
Fundng target for terminated vested participants	2020-12-31	14,646
Active participant vested funding target	2020-12-31	829,727
Number of active participants	2020-12-31	9
Total funding liabilities for active participants	2020-12-31	838,125
Total participant count	2020-12-31	11
Total funding target for all participants	2020-12-31	852,771
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	1,852
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	1,852
Present value of excess contributions	2020-12-31	10,286
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	10,897
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	1,890
Total employer contributions	2020-12-31	125,000
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	118,692
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	93,845
Net shortfall amortization installment of oustanding balance	2020-12-31	30,649
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	102,426
Additional cash requirement	2020-12-31	102,426
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	118,692
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: ROBERT J. FLORIO, DDS CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	689,695
Acturial value of plan assets	2019-12-31	689,695
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	6,311
Active participant vested funding target	2019-12-31	710,683
Number of active participants	2019-12-31	9
Total funding liabilities for active participants	2019-12-31	714,453
Total participant count	2019-12-31	10
Total funding target for all participants	2019-12-31	720,764
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	1,842
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	1,842
Present value of excess contributions	2019-12-31	985
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	1,047
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
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	1,852
Total employer contributions	2019-12-31	145,000
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	134,352
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	117,173
Net shortfall amortization installment of oustanding balance	2019-12-31	26,720
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	124,066
Additional cash requirement	2019-12-31	124,066
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	134,352
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: ROBERT J. FLORIO, DDS CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	549,474
Acturial value of plan assets	2018-12-31	549,474
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	0
Fundng target for terminated vested participants	2018-12-31	0
Active participant vested funding target	2018-12-31	582,338
Number of active participants	2018-12-31	12
Total funding liabilities for active participants	2018-12-31	584,005
Total participant count	2018-12-31	12
Total funding target for all participants	2018-12-31	584,005
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	1,948
Prefunding balanced used to offset prior years funding requirement	2018-12-31	109
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	1,839
Present value of excess contributions	2018-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	1,842
Total employer contributions	2018-12-31	125,000
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	119,499
Liquidity shortfalls end of Q1	2018-12-31	0
Liquidity shortfalls end of Q2	2018-12-31	0
Liquidity shortfalls end of Q3	2018-12-31	0
Liquidity shortfalls end of Q4	2018-12-31	0
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	110,970
Net shortfall amortization installment of oustanding balance	2018-12-31	36,601
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	118,514
Additional cash requirement	2018-12-31	118,514
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	119,499
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: ROBERT J. FLORIO, DDS CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	432,225
Acturial value of plan assets	2017-12-31	432,225
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	2
Fundng target for terminated vested participants	2017-12-31	1,991
Active participant vested funding target	2017-12-31	449,351
Number of active participants	2017-12-31	10
Total funding liabilities for active participants	2017-12-31	452,584
Total participant count	2017-12-31	12
Total funding target for all participants	2017-12-31	454,575
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	11,988
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	10,043
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	1,945
Present value of excess contributions	2017-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	0
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	1,948
Total employer contributions	2017-12-31	124,415
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	119,508
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	114,726
Net shortfall amortization installment of oustanding balance	2017-12-31	24,417
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	119,617
Prefunding balance elected to use to offset funding requirement	2017-12-31	109
Additional cash requirement	2017-12-31	119,508
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	119,508
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: ROBERT J. FLORIO, DDS CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	324,721
Acturial value of plan assets	2016-12-31	324,721
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	1,788
Active participant vested funding target	2016-12-31	332,257
Number of active participants	2016-12-31	9
Total funding liabilities for active participants	2016-12-31	332,257
Total participant count	2016-12-31	10
Total funding target for all participants	2016-12-31	334,045
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	20,447
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	8,308
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	12,139
Present value of excess contributions	2016-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
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	11,988
Total employer contributions	2016-12-31	106,957
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	98,793
Liquidity shortfalls end of Q1	2016-12-31	0
Liquidity shortfalls end of Q2	2016-12-31	0
Liquidity shortfalls end of Q3	2016-12-31	0
Liquidity shortfalls end of Q4	2016-12-31	0
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	104,827
Net shortfall amortization installment of oustanding balance	2016-12-31	21,925
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	108,836
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	10,043
Additional cash requirement	2016-12-31	98,793
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	98,793
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:	ROBERT J. FLORIO, D.D.S.
Employer identification number (EIN):	112497511
NAIC Classification:	621210
NAIC Description:	Offices of Dentists