401k Plan data: GARY B. STEIN, D.C. DEFINED BENEFIT PLAN plan

GARY B. STEIN, D.C. DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	GARY B. STEIN, D.C. DEFINED BENEFIT PLAN
Plan identification number	003

GARY B. STEIN, D.C. DEFINED BENEFIT PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related 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

GARY B. STEIN, D.C. has sponsored the creation of one or more 401k plans.

Company Name: GARY B. STEIN, D.C.

Employer identification number (EIN): 112863105

NAIC Classification: 621310
NAIC Description: Offices of Chiropractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GARY B. STEIN, D.C. DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01 GARY STEIN 2023-09-06
003 2021-01-01 GARY STEIN 2022-05-21 GARY STEIN 2022-05-21
003 2020-01-01 GARY STEIN 2021-06-09
003 2019-01-01 GARY STEIN 2020-06-17
003 2018-01-01 GARY STEIN 2019-08-27
003 2017-01-01 GARY STEIN 2018-05-05
003 2016-01-01 GARY STEIN 2017-04-28
003 2015-01-01 GARY STEIN 2016-05-17
003 2014-01-01 GARY STEIN 2015-08-26
003 2013-01-01 GARY STEIN 2014-07-16
003 2012-01-01 GARY STEIN 2013-06-19
003 2011-01-01 GARY STEIN 2012-09-24
003 2009-01-01 GARY STEIN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2022-01-01	GARY STEIN	2023-09-06
003	2021-01-01	GARY STEIN	2022-05-21	GARY STEIN	2022-05-21
003	2020-01-01	GARY STEIN	2021-06-09
003	2019-01-01	GARY STEIN	2020-06-17
003	2018-01-01	GARY STEIN	2019-08-27
003	2017-01-01	GARY STEIN	2018-05-05
003	2016-01-01	GARY STEIN	2017-04-28
003	2015-01-01	GARY STEIN	2016-05-17
003	2014-01-01	GARY STEIN	2015-08-26
003	2013-01-01	GARY STEIN	2014-07-16
003	2012-01-01	GARY STEIN	2013-06-19
003	2011-01-01	GARY STEIN	2012-09-24
003	2009-01-01	GARY STEIN

Plan Statistics for GARY B. STEIN, D.C. DEFINED BENEFIT PLAN

401k plan membership statisitcs for GARY B. STEIN, D.C. DEFINED BENEFIT PLAN

Measure Date Value
2022: GARY B. STEIN, D.C. DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets 2022-12-31 2,477,297
Acturial value of plan assets 2022-12-31 2,477,297
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 0
Fundng target for terminated vested participants 2022-12-31 0
Active participant vested funding target 2022-12-31 2,578,413
Number of active participants 2022-12-31 2
Total funding liabilities for active participants 2022-12-31 2,578,413
Total participant count 2022-12-31 2
Total funding target for all participants 2022-12-31 2,578,413
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 163,318
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 2022-12-31 163,318
Present value of excess contributions 2022-12-31 91,207
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 91,207
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 91,207
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 2022-12-31 255,979
Total employer contributions 2022-12-31 125,000
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 2022-12-31 123,096
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 0
Net shortfall amortization installment of oustanding balance 2022-12-31 369,254
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 34,123
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 34,123
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 123,096
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: GARY B. STEIN, D.C. DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets 2021-12-31 2,571,819
Acturial value of plan assets 2021-12-31 2,571,819
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 1
Fundng target for terminated vested participants 2021-12-31 656
Active participant vested funding target 2021-12-31 2,484,517
Number of active participants 2021-12-31 2
Total funding liabilities for active participants 2021-12-31 2,484,517
Total participant count 2021-12-31 3
Total funding target for all participants 2021-12-31 2,485,173
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 155,571
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 2021-12-31 155,571
Present value of excess contributions 2021-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
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 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 163,318
Total employer contributions 2021-12-31 125,000
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 2021-12-31 122,691
Liquidity shortfalls end of Q1 2021-12-31 0
Liquidity shortfalls end of Q2 2021-12-31 0
Liquidity shortfalls end of Q3 2021-12-31 0
Liquidity shortfalls end of Q4 2021-12-31 0
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 0
Net shortfall amortization installment of oustanding balance 2021-12-31 28,994
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 31,484
Additional cash requirement 2021-12-31 31,484
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 122,691
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: GARY B. STEIN, D.C. DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets 2020-12-31 2,549,123
Acturial value of plan assets 2020-12-31 2,549,123
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 1
Fundng target for terminated vested participants 2020-12-31 626
Active participant vested funding target 2020-12-31 2,371,854
Number of active participants 2020-12-31 3
Total funding liabilities for active participants 2020-12-31 2,371,854
Total participant count 2020-12-31 4
Total funding target for all participants 2020-12-31 2,372,480
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 39,998
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 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 39,998
Present value of excess contributions 2020-12-31 111,629
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 111,629
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 111,629
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 2020-12-31 155,571
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 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 0
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: GARY B. STEIN, D.C. DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets 2019-12-31 2,279,990
Acturial value of plan assets 2019-12-31 2,279,990
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 2019-12-31 581
Active participant vested funding target 2019-12-31 2,353,776
Number of active participants 2019-12-31 3
Total funding liabilities for active participants 2019-12-31 2,353,776
Total participant count 2019-12-31 4
Total funding target for all participants 2019-12-31 2,354,357
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 0
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 0
Present value of excess contributions 2019-12-31 39,998
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 39,998
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 39,998
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 39,998
Total employer contributions 2019-12-31 149,800
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 2019-12-31 147,262
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 0
Net shortfall amortization installment of oustanding balance 2019-12-31 116,397
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 35,633
Additional cash requirement 2019-12-31 35,633
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 147,262
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: GARY B. STEIN, D.C. DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets 2018-12-31 2,087,483
Acturial value of plan assets 2018-12-31 2,087,483
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 2018-12-31 546
Active participant vested funding target 2018-12-31 2,137,571
Number of active participants 2018-12-31 3
Total funding liabilities for active participants 2018-12-31 2,137,571
Total participant count 2018-12-31 4
Total funding target for all participants 2018-12-31 2,138,117
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 680,418
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 2018-12-31 680,418
Present value of excess contributions 2018-12-31 62,836
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 62,836
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 62,836
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 2018-12-31 767,953
Total employer contributions 2018-12-31 48,750
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 48,264
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 0
Net shortfall amortization installment of oustanding balance 2018-12-31 50,634
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 8,266
Additional cash requirement 2018-12-31 8,266
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 48,264
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: GARY B. STEIN, D.C. DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets 2017-12-31 2,095,025
Acturial value of plan assets 2017-12-31 2,095,025
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 35,313
Active participant vested funding target 2017-12-31 1,976,098
Number of active participants 2017-12-31 3
Total funding liabilities for active participants 2017-12-31 1,976,098
Total participant count 2017-12-31 5
Total funding target for all participants 2017-12-31 2,011,411
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 614,265
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 2017-12-31 614,265
Present value of excess contributions 2017-12-31 32,307
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 32,307
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 32,307
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 2017-12-31 680,418
Total employer contributions 2017-12-31 63,733
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 62,836
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 0
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 0
Additional cash requirement 2017-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 62,836
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: GARY B. STEIN, D.C. DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets 2016-12-31 2,001,582
Acturial value of plan assets 2016-12-31 2,001,582
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 2
Fundng target for terminated vested participants 2016-12-31 21,010
Active participant vested funding target 2016-12-31 1,826,391
Number of active participants 2016-12-31 4
Total funding liabilities for active participants 2016-12-31 1,826,391
Total participant count 2016-12-31 6
Total funding target for all participants 2016-12-31 1,847,401
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 532,518
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 2016-12-31 532,518
Present value of excess contributions 2016-12-31 72,534
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 72,534
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 72,534
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 2016-12-31 614,265
Total employer contributions 2016-12-31 50,000
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 49,255
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 16,948
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 16,948
Additional cash requirement 2016-12-31 16,948
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 49,255
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
2009: GARY B. STEIN, D.C. DEFINED BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 5
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: GARY B. STEIN, D.C. DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets	2022-12-31	2,477,297
Acturial value of plan assets	2022-12-31	2,477,297
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	0
Fundng target for terminated vested participants	2022-12-31	0
Active participant vested funding target	2022-12-31	2,578,413
Number of active participants	2022-12-31	2
Total funding liabilities for active participants	2022-12-31	2,578,413
Total participant count	2022-12-31	2
Total funding target for all participants	2022-12-31	2,578,413
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	163,318
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	163,318
Present value of excess contributions	2022-12-31	91,207
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	91,207
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	91,207
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	255,979
Total employer contributions	2022-12-31	125,000
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	123,096
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	0
Net shortfall amortization installment of oustanding balance	2022-12-31	369,254
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	34,123
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	34,123
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	123,096
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: GARY B. STEIN, D.C. DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets	2021-12-31	2,571,819
Acturial value of plan assets	2021-12-31	2,571,819
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	1
Fundng target for terminated vested participants	2021-12-31	656
Active participant vested funding target	2021-12-31	2,484,517
Number of active participants	2021-12-31	2
Total funding liabilities for active participants	2021-12-31	2,484,517
Total participant count	2021-12-31	3
Total funding target for all participants	2021-12-31	2,485,173
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	155,571
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	155,571
Present value of excess contributions	2021-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
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	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	163,318
Total employer contributions	2021-12-31	125,000
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	122,691
Liquidity shortfalls end of Q1	2021-12-31	0
Liquidity shortfalls end of Q2	2021-12-31	0
Liquidity shortfalls end of Q3	2021-12-31	0
Liquidity shortfalls end of Q4	2021-12-31	0
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	0
Net shortfall amortization installment of oustanding balance	2021-12-31	28,994
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	31,484
Additional cash requirement	2021-12-31	31,484
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	122,691
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: GARY B. STEIN, D.C. DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets	2020-12-31	2,549,123
Acturial value of plan assets	2020-12-31	2,549,123
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	1
Fundng target for terminated vested participants	2020-12-31	626
Active participant vested funding target	2020-12-31	2,371,854
Number of active participants	2020-12-31	3
Total funding liabilities for active participants	2020-12-31	2,371,854
Total participant count	2020-12-31	4
Total funding target for all participants	2020-12-31	2,372,480
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	39,998
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	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	39,998
Present value of excess contributions	2020-12-31	111,629
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	111,629
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	111,629
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	155,571
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	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	0
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: GARY B. STEIN, D.C. DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets	2019-12-31	2,279,990
Acturial value of plan assets	2019-12-31	2,279,990
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	581
Active participant vested funding target	2019-12-31	2,353,776
Number of active participants	2019-12-31	3
Total funding liabilities for active participants	2019-12-31	2,353,776
Total participant count	2019-12-31	4
Total funding target for all participants	2019-12-31	2,354,357
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	0
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	0
Present value of excess contributions	2019-12-31	39,998
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	39,998
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	39,998
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	39,998
Total employer contributions	2019-12-31	149,800
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	147,262
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	0
Net shortfall amortization installment of oustanding balance	2019-12-31	116,397
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	35,633
Additional cash requirement	2019-12-31	35,633
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	147,262
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: GARY B. STEIN, D.C. DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	2,087,483
Acturial value of plan assets	2018-12-31	2,087,483
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	546
Active participant vested funding target	2018-12-31	2,137,571
Number of active participants	2018-12-31	3
Total funding liabilities for active participants	2018-12-31	2,137,571
Total participant count	2018-12-31	4
Total funding target for all participants	2018-12-31	2,138,117
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	680,418
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	680,418
Present value of excess contributions	2018-12-31	62,836
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	62,836
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	62,836
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	767,953
Total employer contributions	2018-12-31	48,750
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	48,264
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	0
Net shortfall amortization installment of oustanding balance	2018-12-31	50,634
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	8,266
Additional cash requirement	2018-12-31	8,266
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	48,264
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: GARY B. STEIN, D.C. DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	2,095,025
Acturial value of plan assets	2017-12-31	2,095,025
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	35,313
Active participant vested funding target	2017-12-31	1,976,098
Number of active participants	2017-12-31	3
Total funding liabilities for active participants	2017-12-31	1,976,098
Total participant count	2017-12-31	5
Total funding target for all participants	2017-12-31	2,011,411
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	614,265
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	614,265
Present value of excess contributions	2017-12-31	32,307
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	32,307
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	32,307
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	680,418
Total employer contributions	2017-12-31	63,733
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	62,836
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	0
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	0
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	62,836
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: GARY B. STEIN, D.C. DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	2,001,582
Acturial value of plan assets	2016-12-31	2,001,582
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	2
Fundng target for terminated vested participants	2016-12-31	21,010
Active participant vested funding target	2016-12-31	1,826,391
Number of active participants	2016-12-31	4
Total funding liabilities for active participants	2016-12-31	1,826,391
Total participant count	2016-12-31	6
Total funding target for all participants	2016-12-31	1,847,401
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	532,518
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	532,518
Present value of excess contributions	2016-12-31	72,534
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	72,534
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	72,534
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	614,265
Total employer contributions	2016-12-31	50,000
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	49,255
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	16,948
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	16,948
Additional cash requirement	2016-12-31	16,948
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	49,255
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
2009: GARY B. STEIN, D.C. DEFINED BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	5
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on GARY B. STEIN, D.C. DEFINED BENEFIT PLAN

Measure	Date	Value
2010 : GARY B. STEIN, D.C. DEFINED BENEFIT PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$187,578
Expenses. Total of all expenses incurred	2010-12-31	$150
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$1,009,621
Total plan assets at beginning of year	2010-12-31	$822,193
Value of fidelity bond covering the plan	2010-12-31	$25,000
Total contributions received or receivable from participants	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$62,578
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$187,428
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,009,621
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$822,193
Total contributions received or receivable from employer(s)	2010-12-31	$125,000
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$150
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : GARY B. STEIN, D.C. DEFINED BENEFIT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for GARY B. STEIN, D.C. DEFINED BENEFIT PLAN

2009: GARY B. STEIN, D.C. DEFINED BENEFIT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	GARY B. STEIN, D.C.
Employer identification number (EIN):	112863105
NAIC Classification:	621310
NAIC Description:	Offices of Chiropractors