401k Plan data: COMPREHENSIVE DENTAL GROUP CASH BALANCE PLAN plan

COMPREHENSIVE DENTAL GROUP CASH BALANCE PLAN 401k Plan overview

Plan Name	COMPREHENSIVE DENTAL GROUP CASH BALANCE PLAN
Plan identification number	002

COMPREHENSIVE DENTAL GROUP 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

COMPREHENSIVE DENTAL GROUP has sponsored the creation of one or more 401k plans.

Company Name: COMPREHENSIVE DENTAL GROUP

Employer identification number (EIN): 134034148

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMPREHENSIVE DENTAL GROUP CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01

Plan Statistics for COMPREHENSIVE DENTAL GROUP CASH BALANCE PLAN

401k plan membership statisitcs for COMPREHENSIVE DENTAL GROUP CASH BALANCE PLAN

Measure Date Value
2025: COMPREHENSIVE DENTAL GROUP CASH BALANCE PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-05-06 10
Total number of particpants at end of year 2025-05-06 9
2024: COMPREHENSIVE DENTAL GROUP CASH BALANCE PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-06-07 8
Total number of particpants at end of year 2024-06-07 8
2022: COMPREHENSIVE DENTAL GROUP CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 1,283,634
Acturial value of plan assets 2022-12-31 1,283,634
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 2
Fundng target for terminated vested participants 2022-12-31 18,722
Active participant vested funding target 2022-12-31 1,285,495
Number of active participants 2022-12-31 5
Total funding liabilities for active participants 2022-12-31 1,286,181
Total participant count 2022-12-31 7
Total funding target for all participants 2022-12-31 1,304,903
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 146,022
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 2022-12-31 146,022
Present value of excess contributions 2022-12-31 116,962
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 116,962
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 116,962
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 2022-12-31 282,332
Total employer contributions 2022-12-31 297,000
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 2022-12-31 294,617
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 2022-12-31 252,000
Net shortfall amortization installment of oustanding balance 2022-12-31 318,282
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 281,413
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 2022-12-31 281,413
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 294,617
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
Total number of particpants at beginning of year 2022-06-10 9
Total number of particpants at end of year 2022-06-10 7
2021: COMPREHENSIVE DENTAL GROUP CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 1,238,240
Acturial value of plan assets 2021-12-31 1,238,240
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 5,307
Active participant vested funding target 2021-12-31 968,017
Number of active participants 2021-12-31 6
Total funding liabilities for active participants 2021-12-31 968,229
Total participant count 2021-12-31 7
Total funding target for all participants 2021-12-31 973,536
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 23,750
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 23,750
Present value of excess contributions 2021-12-31 119,443
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 119,443
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 119,443
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 2021-12-31 146,022
Total employer contributions 2021-12-31 256,669
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 2021-12-31 254,248
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 2021-12-31 248,112
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 137,286
Additional cash requirement 2021-12-31 137,286
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 254,248
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: COMPREHENSIVE DENTAL GROUP CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 2,069,906
Acturial value of plan assets 2020-12-31 2,069,906
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 6,856
Active participant vested funding target 2020-12-31 1,920,077
Number of active participants 2020-12-31 7
Total funding liabilities for active participants 2020-12-31 1,920,077
Total participant count 2020-12-31 9
Total funding target for all participants 2020-12-31 1,926,933
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 29,585
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 8,530
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 21,055
Present value of excess contributions 2020-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 23,750
Total employer contributions 2020-12-31 484,979
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 2020-12-31 481,660
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 2020-12-31 480,198
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 2020-12-31 362,217
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 2020-12-31 362,217
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 481,660
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: COMPREHENSIVE DENTAL GROUP CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,416,780
Acturial value of plan assets 2019-12-31 1,416,780
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 0
Fundng target for terminated vested participants 2019-12-31 0
Active participant vested funding target 2019-12-31 1,390,527
Number of active participants 2019-12-31 9
Total funding liabilities for active participants 2019-12-31 1,390,527
Total participant count 2019-12-31 9
Total funding target for all participants 2019-12-31 1,390,527
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 41,649
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 10,249
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 31,400
Present value of excess contributions 2019-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 0
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 29,585
Total employer contributions 2019-12-31 487,816
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 2019-12-31 472,613
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 2019-12-31 479,399
Net shortfall amortization installment of oustanding balance 2019-12-31 4,921
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 482,257
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 9,644
Additional cash requirement 2019-12-31 472,613
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 472,613
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: COMPREHENSIVE DENTAL GROUP CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 856,604
Acturial value of plan assets 2018-12-31 856,604
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 2018-12-31 918,523
Number of active participants 2018-12-31 9
Total funding liabilities for active participants 2018-12-31 918,734
Total participant count 2018-12-31 9
Total funding target for all participants 2018-12-31 918,734
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 16,159
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 16,159
Present value of excess contributions 2018-12-31 24,074
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 24,074
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 24,074
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 41,649
Total employer contributions 2018-12-31 437,100
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 2018-12-31 433,883
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 2018-12-31 427,379
Net shortfall amortization installment of oustanding balance 2018-12-31 106,086
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 444,698
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 10,815
Additional cash requirement 2018-12-31 433,883
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 433,883
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: COMPREHENSIVE DENTAL GROUP CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 472,444
Acturial value of plan assets 2017-12-31 472,444
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 1,669
Active participant vested funding target 2017-12-31 443,325
Number of active participants 2017-12-31 9
Total funding liabilities for active participants 2017-12-31 443,328
Total participant count 2017-12-31 11
Total funding target for all participants 2017-12-31 444,997
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 16,159
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 16,159
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 16,159
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 16,159
Total employer contributions 2017-12-31 438,904
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 2017-12-31 437,631
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 2017-12-31 423,917
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 2017-12-31 413,557
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 413,557
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 437,631
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: COMPREHENSIVE DENTAL GROUP CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 0
Acturial value of plan assets 2016-12-31 0
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 0
Active participant vested funding target 2016-12-31 0
Number of active participants 2016-12-31 10
Total funding liabilities for active participants 2016-12-31 0
Total participant count 2016-12-31 11
Total funding target for all participants 2016-12-31 0
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 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 0
Total employer contributions 2016-12-31 439,484
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 2016-12-31 436,295
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 2016-12-31 420,136
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 420,136
Additional cash requirement 2016-12-31 420,136
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 436,295
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
2025: COMPREHENSIVE DENTAL GROUP CASH BALANCE PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-05-06	10
Total number of particpants at end of year	2025-05-06	9
2024: COMPREHENSIVE DENTAL GROUP CASH BALANCE PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-06-07	8
Total number of particpants at end of year	2024-06-07	8
2022: COMPREHENSIVE DENTAL GROUP CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	1,283,634
Acturial value of plan assets	2022-12-31	1,283,634
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	2
Fundng target for terminated vested participants	2022-12-31	18,722
Active participant vested funding target	2022-12-31	1,285,495
Number of active participants	2022-12-31	5
Total funding liabilities for active participants	2022-12-31	1,286,181
Total participant count	2022-12-31	7
Total funding target for all participants	2022-12-31	1,304,903
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	146,022
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	146,022
Present value of excess contributions	2022-12-31	116,962
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	116,962
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	116,962
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	282,332
Total employer contributions	2022-12-31	297,000
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	294,617
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	252,000
Net shortfall amortization installment of oustanding balance	2022-12-31	318,282
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	281,413
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	281,413
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	294,617
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
Total number of particpants at beginning of year	2022-06-10	9
Total number of particpants at end of year	2022-06-10	7
2021: COMPREHENSIVE DENTAL GROUP CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	1,238,240
Acturial value of plan assets	2021-12-31	1,238,240
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	5,307
Active participant vested funding target	2021-12-31	968,017
Number of active participants	2021-12-31	6
Total funding liabilities for active participants	2021-12-31	968,229
Total participant count	2021-12-31	7
Total funding target for all participants	2021-12-31	973,536
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	23,750
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	23,750
Present value of excess contributions	2021-12-31	119,443
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	119,443
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	119,443
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	146,022
Total employer contributions	2021-12-31	256,669
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	254,248
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	248,112
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	137,286
Additional cash requirement	2021-12-31	137,286
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	254,248
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: COMPREHENSIVE DENTAL GROUP CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	2,069,906
Acturial value of plan assets	2020-12-31	2,069,906
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	6,856
Active participant vested funding target	2020-12-31	1,920,077
Number of active participants	2020-12-31	7
Total funding liabilities for active participants	2020-12-31	1,920,077
Total participant count	2020-12-31	9
Total funding target for all participants	2020-12-31	1,926,933
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	29,585
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	8,530
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	21,055
Present value of excess contributions	2020-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	23,750
Total employer contributions	2020-12-31	484,979
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	481,660
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	480,198
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	362,217
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	362,217
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	481,660
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: COMPREHENSIVE DENTAL GROUP CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,416,780
Acturial value of plan assets	2019-12-31	1,416,780
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	0
Fundng target for terminated vested participants	2019-12-31	0
Active participant vested funding target	2019-12-31	1,390,527
Number of active participants	2019-12-31	9
Total funding liabilities for active participants	2019-12-31	1,390,527
Total participant count	2019-12-31	9
Total funding target for all participants	2019-12-31	1,390,527
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	41,649
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	10,249
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	31,400
Present value of excess contributions	2019-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	0
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	29,585
Total employer contributions	2019-12-31	487,816
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	472,613
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	479,399
Net shortfall amortization installment of oustanding balance	2019-12-31	4,921
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	482,257
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	9,644
Additional cash requirement	2019-12-31	472,613
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	472,613
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: COMPREHENSIVE DENTAL GROUP CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	856,604
Acturial value of plan assets	2018-12-31	856,604
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	918,523
Number of active participants	2018-12-31	9
Total funding liabilities for active participants	2018-12-31	918,734
Total participant count	2018-12-31	9
Total funding target for all participants	2018-12-31	918,734
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	16,159
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	16,159
Present value of excess contributions	2018-12-31	24,074
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	24,074
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	24,074
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	41,649
Total employer contributions	2018-12-31	437,100
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	433,883
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	427,379
Net shortfall amortization installment of oustanding balance	2018-12-31	106,086
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	444,698
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	10,815
Additional cash requirement	2018-12-31	433,883
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	433,883
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: COMPREHENSIVE DENTAL GROUP CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	472,444
Acturial value of plan assets	2017-12-31	472,444
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	1,669
Active participant vested funding target	2017-12-31	443,325
Number of active participants	2017-12-31	9
Total funding liabilities for active participants	2017-12-31	443,328
Total participant count	2017-12-31	11
Total funding target for all participants	2017-12-31	444,997
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	16,159
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	16,159
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	16,159
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	16,159
Total employer contributions	2017-12-31	438,904
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	437,631
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	423,917
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	413,557
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	413,557
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	437,631
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: COMPREHENSIVE DENTAL GROUP CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	0
Acturial value of plan assets	2016-12-31	0
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	0
Active participant vested funding target	2016-12-31	0
Number of active participants	2016-12-31	10
Total funding liabilities for active participants	2016-12-31	0
Total participant count	2016-12-31	11
Total funding target for all participants	2016-12-31	0
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	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	0
Total employer contributions	2016-12-31	439,484
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	436,295
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	420,136
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	420,136
Additional cash requirement	2016-12-31	420,136
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	436,295
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

Financial Data on COMPREHENSIVE DENTAL GROUP CASH BALANCE PLAN

Measure	Date	Value
2025 : COMPREHENSIVE DENTAL GROUP CASH BALANCE PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-05-06	30801
Net assets as of the end of the plan year	2025-05-06	2451796
Total assets as of the beginning of the plan year	2025-05-06	2027408
Value of plan covered by a fidelity bond	2025-05-06	500000
Other expenses paid from plan in this plan year	2025-05-06	9013
Other income to plan in this plan year	2025-05-06	194776
Plan net income in this plan year	2025-05-06	424388
Net assets as of the end of the plan year	2025-05-06	2451796
Net assets as of the beginning of the plan year	2025-05-06	2027408
Employer contributions to plan in this plan year	2025-05-06	260413
2024 : COMPREHENSIVE DENTAL GROUP CASH BALANCE PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-06-07	2393
Net assets as of the end of the plan year	2024-06-07	2027408
Total assets as of the beginning of the plan year	2024-06-07	1580634
Value of plan covered by a fidelity bond	2024-06-07	500000
Other expenses paid from plan in this plan year	2024-06-07	2393
Other income to plan in this plan year	2024-06-07	193006
Plan net income in this plan year	2024-06-07	446774
Net assets as of the end of the plan year	2024-06-07	2027408
Net assets as of the beginning of the plan year	2024-06-07	1580634
Employer contributions to plan in this plan year	2024-06-07	256161
2022 : COMPREHENSIVE DENTAL GROUP CASH BALANCE PLAN 2022 401k financial data
Total liabilities as of the end of the plan year	2022-06-10	0
Total liabilities as of the beginning of the plan year	2022-06-10	0
Total expenses incurred by plan in this plan year	2022-06-10	1481881
Net assets as of the end of the plan year	2022-06-10	1494910
Total assets as of the beginning of the plan year	2022-06-10	2554885
Value of plan covered by a fidelity bond	2022-06-10	500000
Other income to plan in this plan year	2022-06-10	165237
Plan net income in this plan year	2022-06-10	-1059975
Net assets as of the end of the plan year	2022-06-10	1494910
Net assets as of the beginning of the plan year	2022-06-10	2554885
Employer contributions to plan in this plan year	2022-06-10	256669
Fees paid to broker by Benefit Provider	2022-06-10	36014
Expensese paid to adminstrative service provicers from plan in this plan year	2022-06-10	6318

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Company Name:	COMPREHENSIVE DENTAL GROUP
Employer identification number (EIN):	134034148
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01