401k Plan data: DR MICHAEL S. ROTHSTEIN, DDS PC CASH BALANCE PLAN plan

DR MICHAEL S. ROTHSTEIN, DDS PC CASH BALANCE PLAN 401k Plan overview

Plan Name	DR MICHAEL S. ROTHSTEIN, DDS PC CASH BALANCE PLAN
Plan identification number	002

DR MICHAEL S. ROTHSTEIN, DDS PC CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

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

401k Sponsoring company profile

DR. MICHAEL S. ROTHSTEIN, DDS PC has sponsored the creation of one or more 401k plans.

Company Name: DR. MICHAEL S. ROTHSTEIN, DDS PC

Employer identification number (EIN): 134172795

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DR MICHAEL S. ROTHSTEIN, DDS PC CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 PAUL ROTHSTEIN 2023-09-27
002 2021-01-01 PAUL ROTHSTEIN 2022-09-23
002 2020-01-01 PAUL ROTHSTEIN 2021-09-28
002 2019-01-01 PAUL ROTHSTEIN 2020-10-12
002 2018-01-01 PAUL ROTHSTEIN 2019-10-11
002 2017-01-01
002 2016-01-01
002 2015-01-01 PAUL ROTHSTEIN 2016-09-21

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01	PAUL ROTHSTEIN	2023-09-27
002	2021-01-01	PAUL ROTHSTEIN	2022-09-23
002	2020-01-01	PAUL ROTHSTEIN	2021-09-28
002	2019-01-01	PAUL ROTHSTEIN	2020-10-12
002	2018-01-01	PAUL ROTHSTEIN	2019-10-11
002	2017-01-01
002	2016-01-01
002	2015-01-01	PAUL ROTHSTEIN	2016-09-21

Plan Statistics for DR MICHAEL S. ROTHSTEIN, DDS PC CASH BALANCE PLAN

401k plan membership statisitcs for DR MICHAEL S. ROTHSTEIN, DDS PC CASH BALANCE PLAN

Measure Date Value
2022: DR MICHAEL S. ROTHSTEIN, DDS PC CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 1,278,277
Acturial value of plan assets 2022-12-31 1,278,277
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 4
Fundng target for terminated vested participants 2022-12-31 14,351
Active participant vested funding target 2022-12-31 1,197,187
Number of active participants 2022-12-31 14
Total funding liabilities for active participants 2022-12-31 1,200,572
Total participant count 2022-12-31 18
Total funding target for all participants 2022-12-31 1,214,923
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 3,815
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 3,591
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 224
Present value of excess contributions 2022-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
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 2022-12-31 240
Total employer contributions 2022-12-31 102,258
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 93,830
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 59,009
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 93,830
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: DR MICHAEL S. ROTHSTEIN, DDS PC CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 1,037,272
Acturial value of plan assets 2021-12-31 1,037,272
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 4
Fundng target for terminated vested participants 2021-12-31 14,920
Active participant vested funding target 2021-12-31 1,015,502
Number of active participants 2021-12-31 10
Total funding liabilities for active participants 2021-12-31 1,018,023
Total participant count 2021-12-31 14
Total funding target for all participants 2021-12-31 1,032,943
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 16,914
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 13,425
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 3,489
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 3,815
Total employer contributions 2021-12-31 159,150
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 2021-12-31 141,428
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 2021-12-31 145,533
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 2021-12-31 145,019
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 3,591
Additional cash requirement 2021-12-31 141,428
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 141,428
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: DR MICHAEL S. ROTHSTEIN, DDS PC CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 803,396
Acturial value of plan assets 2020-12-31 803,396
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 2,784
Active participant vested funding target 2020-12-31 802,389
Number of active participants 2020-12-31 12
Total funding liabilities for active participants 2020-12-31 804,012
Total participant count 2020-12-31 14
Total funding target for all participants 2020-12-31 806,796
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 25,162
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 9,921
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 15,241
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 16,914
Total employer contributions 2020-12-31 151,042
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 2020-12-31 134,629
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 2020-12-31 143,543
Net shortfall amortization installment of oustanding balance 2020-12-31 20,314
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 148,054
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 13,425
Additional cash requirement 2020-12-31 134,629
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 134,629
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: DR MICHAEL S. ROTHSTEIN, DDS PC CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 577,453
Acturial value of plan assets 2019-12-31 577,453
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 1
Fundng target for terminated vested participants 2019-12-31 1,109
Active participant vested funding target 2019-12-31 613,542
Number of active participants 2019-12-31 10
Total funding liabilities for active participants 2019-12-31 614,064
Total participant count 2019-12-31 11
Total funding target for all participants 2019-12-31 615,173
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 22,600
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 22,600
Present value of excess contributions 2019-12-31 3,757
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 3,965
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 3,965
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 25,162
Total employer contributions 2019-12-31 153,481
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 2019-12-31 140,351
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 2019-12-31 140,054
Net shortfall amortization installment of oustanding balance 2019-12-31 62,882
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 150,272
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 9,921
Additional cash requirement 2019-12-31 140,351
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 140,351
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: DR MICHAEL S. ROTHSTEIN, DDS PC CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 459,115
Acturial value of plan assets 2018-12-31 459,115
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 1
Number of terminated vested participants 2018-12-31 1
Fundng target for terminated vested participants 2018-12-31 991
Active participant vested funding target 2018-12-31 435,430
Number of active participants 2018-12-31 7
Total funding liabilities for active participants 2018-12-31 435,430
Total participant count 2018-12-31 8
Total funding target for all participants 2018-12-31 436,422
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 19,100
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 19,100
Present value of excess contributions 2018-12-31 2,839
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 3,002
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 3,002
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 661
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 22,600
Total employer contributions 2018-12-31 151,802
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 2018-12-31 138,492
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 2018-12-31 134,828
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 134,735
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 134,735
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 138,492
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: DR MICHAEL S. ROTHSTEIN, DDS PC CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 286,923
Acturial value of plan assets 2017-12-31 286,923
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 0
Fundng target for terminated vested participants 2017-12-31 0
Active participant vested funding target 2017-12-31 0
Number of active participants 2017-12-31 8
Total funding liabilities for active participants 2017-12-31 267,812
Total participant count 2017-12-31 8
Total funding target for all participants 2017-12-31 267,812
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
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 33,510
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 35,497
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 35,497
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 16,397
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 19,100
Total employer contributions 2017-12-31 151,611
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 2017-12-31 137,937
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 2017-12-31 135,109
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 135,098
Additional cash requirement 2017-12-31 135,098
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 137,937
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: DR MICHAEL S. ROTHSTEIN, DDS PC CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 136,992
Acturial value of plan assets 2016-12-31 136,992
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 0
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 6
Total funding liabilities for active participants 2016-12-31 120,706
Total participant count 2016-12-31 6
Total funding target for all participants 2016-12-31 120,706
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 13,184
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 13,992
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 13,992
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 13,992
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 2016-12-31 149,998
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 2016-12-31 137,772
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 2016-12-31 120,548
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 104,262
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 104,262
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 137,772
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2022: DR MICHAEL S. ROTHSTEIN, DDS PC CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	1,278,277
Acturial value of plan assets	2022-12-31	1,278,277
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	4
Fundng target for terminated vested participants	2022-12-31	14,351
Active participant vested funding target	2022-12-31	1,197,187
Number of active participants	2022-12-31	14
Total funding liabilities for active participants	2022-12-31	1,200,572
Total participant count	2022-12-31	18
Total funding target for all participants	2022-12-31	1,214,923
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	3,815
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	3,591
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	224
Present value of excess contributions	2022-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
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	240
Total employer contributions	2022-12-31	102,258
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	93,830
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	59,009
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	93,830
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: DR MICHAEL S. ROTHSTEIN, DDS PC CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	1,037,272
Acturial value of plan assets	2021-12-31	1,037,272
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	4
Fundng target for terminated vested participants	2021-12-31	14,920
Active participant vested funding target	2021-12-31	1,015,502
Number of active participants	2021-12-31	10
Total funding liabilities for active participants	2021-12-31	1,018,023
Total participant count	2021-12-31	14
Total funding target for all participants	2021-12-31	1,032,943
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	16,914
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	13,425
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	3,489
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	3,815
Total employer contributions	2021-12-31	159,150
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	141,428
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	145,533
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	145,019
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	3,591
Additional cash requirement	2021-12-31	141,428
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	141,428
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: DR MICHAEL S. ROTHSTEIN, DDS PC CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	803,396
Acturial value of plan assets	2020-12-31	803,396
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	2,784
Active participant vested funding target	2020-12-31	802,389
Number of active participants	2020-12-31	12
Total funding liabilities for active participants	2020-12-31	804,012
Total participant count	2020-12-31	14
Total funding target for all participants	2020-12-31	806,796
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	25,162
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	9,921
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	15,241
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	16,914
Total employer contributions	2020-12-31	151,042
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	134,629
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	143,543
Net shortfall amortization installment of oustanding balance	2020-12-31	20,314
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	148,054
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	13,425
Additional cash requirement	2020-12-31	134,629
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	134,629
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: DR MICHAEL S. ROTHSTEIN, DDS PC CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	577,453
Acturial value of plan assets	2019-12-31	577,453
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	1
Fundng target for terminated vested participants	2019-12-31	1,109
Active participant vested funding target	2019-12-31	613,542
Number of active participants	2019-12-31	10
Total funding liabilities for active participants	2019-12-31	614,064
Total participant count	2019-12-31	11
Total funding target for all participants	2019-12-31	615,173
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	22,600
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	22,600
Present value of excess contributions	2019-12-31	3,757
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	3,965
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	3,965
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	25,162
Total employer contributions	2019-12-31	153,481
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	140,351
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	140,054
Net shortfall amortization installment of oustanding balance	2019-12-31	62,882
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	150,272
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	9,921
Additional cash requirement	2019-12-31	140,351
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	140,351
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: DR MICHAEL S. ROTHSTEIN, DDS PC CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	459,115
Acturial value of plan assets	2018-12-31	459,115
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	1
Number of terminated vested participants	2018-12-31	1
Fundng target for terminated vested participants	2018-12-31	991
Active participant vested funding target	2018-12-31	435,430
Number of active participants	2018-12-31	7
Total funding liabilities for active participants	2018-12-31	435,430
Total participant count	2018-12-31	8
Total funding target for all participants	2018-12-31	436,422
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	19,100
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	19,100
Present value of excess contributions	2018-12-31	2,839
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	3,002
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	3,002
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	661
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	22,600
Total employer contributions	2018-12-31	151,802
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	138,492
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	134,828
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	134,735
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	134,735
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	138,492
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: DR MICHAEL S. ROTHSTEIN, DDS PC CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	286,923
Acturial value of plan assets	2017-12-31	286,923
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	0
Number of active participants	2017-12-31	8
Total funding liabilities for active participants	2017-12-31	267,812
Total participant count	2017-12-31	8
Total funding target for all participants	2017-12-31	267,812
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
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	33,510
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	35,497
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	35,497
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	16,397
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	19,100
Total employer contributions	2017-12-31	151,611
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	137,937
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	135,109
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	135,098
Additional cash requirement	2017-12-31	135,098
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	137,937
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: DR MICHAEL S. ROTHSTEIN, DDS PC CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	136,992
Acturial value of plan assets	2016-12-31	136,992
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
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	6
Total funding liabilities for active participants	2016-12-31	120,706
Total participant count	2016-12-31	6
Total funding target for all participants	2016-12-31	120,706
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	13,184
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	13,992
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	13,992
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	13,992
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	149,998
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	137,772
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	120,548
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	104,262
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	104,262
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	137,772
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	DR. MICHAEL S. ROTHSTEIN, DDS PC
Employer identification number (EIN):	134172795
NAIC Classification:	621210
NAIC Description:	Offices of Dentists