401k Plan data: ENDODONTIC SPECIALISTS, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN plan

ENDODONTIC SPECIALISTS, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	ENDODONTIC SPECIALISTS, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN
Plan identification number	003

ENDODONTIC SPECIALISTS, P.C. EMPLOYEES' DEFINED BENEFIT PENSION 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).
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ENDODONTIC SPECIALISTS, P.C. has sponsored the creation of one or more 401k plans.

Company Name: ENDODONTIC SPECIALISTS, P.C.

Employer identification number (EIN): 161151849

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Additional information about ENDODONTIC SPECIALISTS, P.C.

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1980-11-21

Company Identification Number: 664596

Legal Registered Office Address: 216 HIGHBRIDGE ST.
Onondaga
FAYETTEVILLE
United States of America (USA)
13066

More information about ENDODONTIC SPECIALISTS, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ENDODONTIC SPECIALISTS, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2021-11-01 BRIAN BARNHART 2022-06-15 BRIAN BARNHART 2022-06-15
003 2020-11-01 BRIAN BARNHART 2022-05-25 BRIAN BARNHART 2022-05-25
003 2019-11-01 BRIAN BARNHART 2021-07-22 BRIAN BARNHART 2021-07-22
003 2018-11-01 BRIAN BARNHART 2020-08-07 BRIAN BARNHART 2020-08-07
003 2018-11-01 BRIAN BARNHART 2021-02-16 BRIAN BARNHART 2021-02-16
003 2017-11-01 BRIAN BARNHART 2019-05-02 BRIAN BARNHART 2019-05-02
003 2016-11-01 MARK CURRELL 2018-05-16 MARK CURRELL 2018-05-16
003 2015-11-01 MARK CURRELL 2017-05-16 MARK CURRELL 2017-05-16
003 2014-11-01 MARK CURRELL 2016-05-03 MARK CURRELL 2016-05-03
003 2013-11-01 MARK CURRELL 2015-06-22 MARK CURRELL 2015-06-22
003 2012-11-01 MARK CURRELL 2014-05-14 MARK CURRELL 2014-05-14
003 2011-11-01 MARK CURRELL 2013-06-14 MARK CURRELL 2013-06-14
003 2010-11-01 MARK CURRELL 2012-05-10 MARK CURRELL 2012-05-10

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2021-11-01	BRIAN BARNHART	2022-06-15	BRIAN BARNHART	2022-06-15
003	2020-11-01	BRIAN BARNHART	2022-05-25	BRIAN BARNHART	2022-05-25
003	2019-11-01	BRIAN BARNHART	2021-07-22	BRIAN BARNHART	2021-07-22
003	2018-11-01	BRIAN BARNHART	2020-08-07	BRIAN BARNHART	2020-08-07
003	2018-11-01	BRIAN BARNHART	2021-02-16	BRIAN BARNHART	2021-02-16
003	2017-11-01	BRIAN BARNHART	2019-05-02	BRIAN BARNHART	2019-05-02
003	2016-11-01	MARK CURRELL	2018-05-16	MARK CURRELL	2018-05-16
003	2015-11-01	MARK CURRELL	2017-05-16	MARK CURRELL	2017-05-16
003	2014-11-01	MARK CURRELL	2016-05-03	MARK CURRELL	2016-05-03
003	2013-11-01	MARK CURRELL	2015-06-22	MARK CURRELL	2015-06-22
003	2012-11-01	MARK CURRELL	2014-05-14	MARK CURRELL	2014-05-14
003	2011-11-01	MARK CURRELL	2013-06-14	MARK CURRELL	2013-06-14
003	2010-11-01	MARK CURRELL	2012-05-10	MARK CURRELL	2012-05-10

Plan Statistics for ENDODONTIC SPECIALISTS, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for ENDODONTIC SPECIALISTS, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN

Measure Date Value
2021: ENDODONTIC SPECIALISTS, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets 2021-10-31 5,162,478
Acturial value of plan assets 2021-10-31 5,162,478
Funding target for retired participants and beneficiaries receiving payment 2021-10-31 0
Number of terminated vested participants 2021-10-31 6
Fundng target for terminated vested participants 2021-10-31 7,568
Active participant vested funding target 2021-10-31 3,905,241
Number of active participants 2021-10-31 28
Total funding liabilities for active participants 2021-10-31 3,907,684
Total participant count 2021-10-31 34
Total funding target for all participants 2021-10-31 3,915,252
Balance at beginning of prior year after applicable adjustments 2021-10-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-10-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-10-31 0
Prefunding balanced used to offset prior years funding requirement 2021-10-31 0
Amount remaining of carryover balance 2021-10-31 0
Amount remaining of prefunding balance 2021-10-31 0
Present value of excess contributions 2021-10-31 533,551
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-10-31 560,068
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-10-31 0
Reductions in caryover balances due to elections or deemed elections 2021-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-10-31 0
Balance of carryovers at beginning of current year 2021-10-31 0
Balance of prefunding at beginning of current year 2021-10-31 0
Total employer contributions 2021-10-31 558,800
Total employee contributions 2021-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-10-31 524,729
Unpaid minimum required contributions for all prior years 2021-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-10-31 0
Remaining amount of unpaid minimum required contributions 2021-10-31 0
Minimum required contributions for current year target normal cost 2021-10-31 439,732
Net shortfall amortization installment of oustanding balance 2021-10-31 0
Waiver amortization installment 2021-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-10-31 0
Additional cash requirement 2021-10-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-10-31 524,729
Unpaid minimum required contributions for current year 2021-10-31 0
Unpaid minimum required contributions for all years 2021-10-31 0
2020: ENDODONTIC SPECIALISTS, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets 2020-10-31 4,435,526
Acturial value of plan assets 2020-10-31 4,435,526
Funding target for retired participants and beneficiaries receiving payment 2020-10-31 0
Number of terminated vested participants 2020-10-31 3
Fundng target for terminated vested participants 2020-10-31 4,135
Active participant vested funding target 2020-10-31 3,536,632
Number of active participants 2020-10-31 28
Total funding liabilities for active participants 2020-10-31 3,538,127
Total participant count 2020-10-31 31
Total funding target for all participants 2020-10-31 3,542,262
Balance at beginning of prior year after applicable adjustments 2020-10-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-10-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-10-31 0
Prefunding balanced used to offset prior years funding requirement 2020-10-31 0
Amount remaining of carryover balance 2020-10-31 0
Amount remaining of prefunding balance 2020-10-31 0
Present value of excess contributions 2020-10-31 452,014
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-10-31 477,796
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-10-31 0
Reductions in caryover balances due to elections or deemed elections 2020-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-10-31 0
Balance of carryovers at beginning of current year 2020-10-31 0
Balance of prefunding at beginning of current year 2020-10-31 0
Total employer contributions 2020-10-31 579,373
Total employee contributions 2020-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-10-31 533,551
Unpaid minimum required contributions for all prior years 2020-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-10-31 0
Remaining amount of unpaid minimum required contributions 2020-10-31 0
Minimum required contributions for current year target normal cost 2020-10-31 452,014
Net shortfall amortization installment of oustanding balance 2020-10-31 0
Waiver amortization installment 2020-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-10-31 0
Additional cash requirement 2020-10-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-10-31 533,551
Unpaid minimum required contributions for current year 2020-10-31 0
Unpaid minimum required contributions for all years 2020-10-31 0
2019: ENDODONTIC SPECIALISTS, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets 2019-10-31 5,280,761
Acturial value of plan assets 2019-10-31 5,280,761
Funding target for retired participants and beneficiaries receiving payment 2019-10-31 0
Number of terminated vested participants 2019-10-31 2
Fundng target for terminated vested participants 2019-10-31 1,659,070
Active participant vested funding target 2019-10-31 3,115,070
Number of active participants 2019-10-31 29
Total funding liabilities for active participants 2019-10-31 3,118,895
Total participant count 2019-10-31 31
Total funding target for all participants 2019-10-31 4,777,965
Balance at beginning of prior year after applicable adjustments 2019-10-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-10-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-10-31 0
Prefunding balanced used to offset prior years funding requirement 2019-10-31 0
Amount remaining of carryover balance 2019-10-31 0
Amount remaining of prefunding balance 2019-10-31 0
Present value of excess contributions 2019-10-31 654,818
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-10-31 687,231
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-10-31 0
Reductions in caryover balances due to elections or deemed elections 2019-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-10-31 0
Balance of carryovers at beginning of current year 2019-10-31 0
Balance of prefunding at beginning of current year 2019-10-31 0
Total employer contributions 2019-10-31 571,887
Total employee contributions 2019-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-10-31 525,087
Unpaid minimum required contributions for all prior years 2019-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-10-31 0
Remaining amount of unpaid minimum required contributions 2019-10-31 0
Minimum required contributions for current year target normal cost 2019-10-31 442,684
Net shortfall amortization installment of oustanding balance 2019-10-31 0
Waiver amortization installment 2019-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-10-31 0
Additional cash requirement 2019-10-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-10-31 525,087
Unpaid minimum required contributions for current year 2019-10-31 0
Unpaid minimum required contributions for all years 2019-10-31 0
2018: ENDODONTIC SPECIALISTS, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets 2018-10-31 4,601,125
Acturial value of plan assets 2018-10-31 4,601,125
Funding target for retired participants and beneficiaries receiving payment 2018-10-31 0
Number of terminated vested participants 2018-10-31 2
Fundng target for terminated vested participants 2018-10-31 3,584
Active participant vested funding target 2018-10-31 3,976,614
Number of active participants 2018-10-31 29
Total funding liabilities for active participants 2018-10-31 3,979,817
Total participant count 2018-10-31 31
Total funding target for all participants 2018-10-31 3,983,401
Balance at beginning of prior year after applicable adjustments 2018-10-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-10-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-10-31 0
Prefunding balanced used to offset prior years funding requirement 2018-10-31 0
Amount remaining of carryover balance 2018-10-31 0
Amount remaining of prefunding balance 2018-10-31 0
Present value of excess contributions 2018-10-31 645,996
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-10-31 683,012
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-10-31 0
Reductions in caryover balances due to elections or deemed elections 2018-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-10-31 0
Balance of carryovers at beginning of current year 2018-10-31 0
Balance of prefunding at beginning of current year 2018-10-31 0
Total employer contributions 2018-10-31 703,243
Total employee contributions 2018-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-10-31 654,818
Unpaid minimum required contributions for all prior years 2018-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-10-31 0
Remaining amount of unpaid minimum required contributions 2018-10-31 0
Minimum required contributions for current year target normal cost 2018-10-31 597,757
Net shortfall amortization installment of oustanding balance 2018-10-31 0
Waiver amortization installment 2018-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-10-31 0
Additional cash requirement 2018-10-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-10-31 654,818
Unpaid minimum required contributions for current year 2018-10-31 0
Unpaid minimum required contributions for all years 2018-10-31 0
2017: ENDODONTIC SPECIALISTS, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets 2017-10-31 3,639,494
Acturial value of plan assets 2017-10-31 3,639,494
Funding target for retired participants and beneficiaries receiving payment 2017-10-31 0
Number of terminated vested participants 2017-10-31 1
Fundng target for terminated vested participants 2017-10-31 16,377
Active participant vested funding target 2017-10-31 3,114,348
Number of active participants 2017-10-31 25
Total funding liabilities for active participants 2017-10-31 3,116,071
Total participant count 2017-10-31 26
Total funding target for all participants 2017-10-31 3,132,448
Balance at beginning of prior year after applicable adjustments 2017-10-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-10-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-10-31 0
Prefunding balanced used to offset prior years funding requirement 2017-10-31 0
Amount remaining of carryover balance 2017-10-31 0
Amount remaining of prefunding balance 2017-10-31 0
Present value of excess contributions 2017-10-31 423,622
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-10-31 448,234
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-10-31 0
Reductions in caryover balances due to elections or deemed elections 2017-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-10-31 0
Balance of carryovers at beginning of current year 2017-10-31 0
Balance of prefunding at beginning of current year 2017-10-31 0
Total employer contributions 2017-10-31 699,792
Total employee contributions 2017-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-10-31 645,996
Unpaid minimum required contributions for all prior years 2017-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-10-31 0
Remaining amount of unpaid minimum required contributions 2017-10-31 0
Minimum required contributions for current year target normal cost 2017-10-31 358,532
Net shortfall amortization installment of oustanding balance 2017-10-31 0
Waiver amortization installment 2017-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-10-31 0
Additional cash requirement 2017-10-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-10-31 645,996
Unpaid minimum required contributions for current year 2017-10-31 0
Unpaid minimum required contributions for all years 2017-10-31 0

Measure	Date	Value
2021: ENDODONTIC SPECIALISTS, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets	2021-10-31	5,162,478
Acturial value of plan assets	2021-10-31	5,162,478
Funding target for retired participants and beneficiaries receiving payment	2021-10-31	0
Number of terminated vested participants	2021-10-31	6
Fundng target for terminated vested participants	2021-10-31	7,568
Active participant vested funding target	2021-10-31	3,905,241
Number of active participants	2021-10-31	28
Total funding liabilities for active participants	2021-10-31	3,907,684
Total participant count	2021-10-31	34
Total funding target for all participants	2021-10-31	3,915,252
Balance at beginning of prior year after applicable adjustments	2021-10-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-10-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-10-31	0
Prefunding balanced used to offset prior years funding requirement	2021-10-31	0
Amount remaining of carryover balance	2021-10-31	0
Amount remaining of prefunding balance	2021-10-31	0
Present value of excess contributions	2021-10-31	533,551
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-10-31	560,068
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-10-31	0
Reductions in caryover balances due to elections or deemed elections	2021-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-10-31	0
Balance of carryovers at beginning of current year	2021-10-31	0
Balance of prefunding at beginning of current year	2021-10-31	0
Total employer contributions	2021-10-31	558,800
Total employee contributions	2021-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-10-31	524,729
Unpaid minimum required contributions for all prior years	2021-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-10-31	0
Remaining amount of unpaid minimum required contributions	2021-10-31	0
Minimum required contributions for current year target normal cost	2021-10-31	439,732
Net shortfall amortization installment of oustanding balance	2021-10-31	0
Waiver amortization installment	2021-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-10-31	0
Additional cash requirement	2021-10-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-10-31	524,729
Unpaid minimum required contributions for current year	2021-10-31	0
Unpaid minimum required contributions for all years	2021-10-31	0
2020: ENDODONTIC SPECIALISTS, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets	2020-10-31	4,435,526
Acturial value of plan assets	2020-10-31	4,435,526
Funding target for retired participants and beneficiaries receiving payment	2020-10-31	0
Number of terminated vested participants	2020-10-31	3
Fundng target for terminated vested participants	2020-10-31	4,135
Active participant vested funding target	2020-10-31	3,536,632
Number of active participants	2020-10-31	28
Total funding liabilities for active participants	2020-10-31	3,538,127
Total participant count	2020-10-31	31
Total funding target for all participants	2020-10-31	3,542,262
Balance at beginning of prior year after applicable adjustments	2020-10-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-10-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-10-31	0
Prefunding balanced used to offset prior years funding requirement	2020-10-31	0
Amount remaining of carryover balance	2020-10-31	0
Amount remaining of prefunding balance	2020-10-31	0
Present value of excess contributions	2020-10-31	452,014
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-10-31	477,796
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-10-31	0
Reductions in caryover balances due to elections or deemed elections	2020-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-10-31	0
Balance of carryovers at beginning of current year	2020-10-31	0
Balance of prefunding at beginning of current year	2020-10-31	0
Total employer contributions	2020-10-31	579,373
Total employee contributions	2020-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-10-31	533,551
Unpaid minimum required contributions for all prior years	2020-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-10-31	0
Remaining amount of unpaid minimum required contributions	2020-10-31	0
Minimum required contributions for current year target normal cost	2020-10-31	452,014
Net shortfall amortization installment of oustanding balance	2020-10-31	0
Waiver amortization installment	2020-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-10-31	0
Additional cash requirement	2020-10-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-10-31	533,551
Unpaid minimum required contributions for current year	2020-10-31	0
Unpaid minimum required contributions for all years	2020-10-31	0
2019: ENDODONTIC SPECIALISTS, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets	2019-10-31	5,280,761
Acturial value of plan assets	2019-10-31	5,280,761
Funding target for retired participants and beneficiaries receiving payment	2019-10-31	0
Number of terminated vested participants	2019-10-31	2
Fundng target for terminated vested participants	2019-10-31	1,659,070
Active participant vested funding target	2019-10-31	3,115,070
Number of active participants	2019-10-31	29
Total funding liabilities for active participants	2019-10-31	3,118,895
Total participant count	2019-10-31	31
Total funding target for all participants	2019-10-31	4,777,965
Balance at beginning of prior year after applicable adjustments	2019-10-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-10-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-10-31	0
Prefunding balanced used to offset prior years funding requirement	2019-10-31	0
Amount remaining of carryover balance	2019-10-31	0
Amount remaining of prefunding balance	2019-10-31	0
Present value of excess contributions	2019-10-31	654,818
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-10-31	687,231
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-10-31	0
Reductions in caryover balances due to elections or deemed elections	2019-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-10-31	0
Balance of carryovers at beginning of current year	2019-10-31	0
Balance of prefunding at beginning of current year	2019-10-31	0
Total employer contributions	2019-10-31	571,887
Total employee contributions	2019-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-10-31	525,087
Unpaid minimum required contributions for all prior years	2019-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-10-31	0
Remaining amount of unpaid minimum required contributions	2019-10-31	0
Minimum required contributions for current year target normal cost	2019-10-31	442,684
Net shortfall amortization installment of oustanding balance	2019-10-31	0
Waiver amortization installment	2019-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-10-31	0
Additional cash requirement	2019-10-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-10-31	525,087
Unpaid minimum required contributions for current year	2019-10-31	0
Unpaid minimum required contributions for all years	2019-10-31	0
2018: ENDODONTIC SPECIALISTS, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets	2018-10-31	4,601,125
Acturial value of plan assets	2018-10-31	4,601,125
Funding target for retired participants and beneficiaries receiving payment	2018-10-31	0
Number of terminated vested participants	2018-10-31	2
Fundng target for terminated vested participants	2018-10-31	3,584
Active participant vested funding target	2018-10-31	3,976,614
Number of active participants	2018-10-31	29
Total funding liabilities for active participants	2018-10-31	3,979,817
Total participant count	2018-10-31	31
Total funding target for all participants	2018-10-31	3,983,401
Balance at beginning of prior year after applicable adjustments	2018-10-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-10-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-10-31	0
Prefunding balanced used to offset prior years funding requirement	2018-10-31	0
Amount remaining of carryover balance	2018-10-31	0
Amount remaining of prefunding balance	2018-10-31	0
Present value of excess contributions	2018-10-31	645,996
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-10-31	683,012
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-10-31	0
Reductions in caryover balances due to elections or deemed elections	2018-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-10-31	0
Balance of carryovers at beginning of current year	2018-10-31	0
Balance of prefunding at beginning of current year	2018-10-31	0
Total employer contributions	2018-10-31	703,243
Total employee contributions	2018-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-10-31	654,818
Unpaid minimum required contributions for all prior years	2018-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-10-31	0
Remaining amount of unpaid minimum required contributions	2018-10-31	0
Minimum required contributions for current year target normal cost	2018-10-31	597,757
Net shortfall amortization installment of oustanding balance	2018-10-31	0
Waiver amortization installment	2018-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-10-31	0
Additional cash requirement	2018-10-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-10-31	654,818
Unpaid minimum required contributions for current year	2018-10-31	0
Unpaid minimum required contributions for all years	2018-10-31	0
2017: ENDODONTIC SPECIALISTS, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-10-31	3,639,494
Acturial value of plan assets	2017-10-31	3,639,494
Funding target for retired participants and beneficiaries receiving payment	2017-10-31	0
Number of terminated vested participants	2017-10-31	1
Fundng target for terminated vested participants	2017-10-31	16,377
Active participant vested funding target	2017-10-31	3,114,348
Number of active participants	2017-10-31	25
Total funding liabilities for active participants	2017-10-31	3,116,071
Total participant count	2017-10-31	26
Total funding target for all participants	2017-10-31	3,132,448
Balance at beginning of prior year after applicable adjustments	2017-10-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-10-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-10-31	0
Prefunding balanced used to offset prior years funding requirement	2017-10-31	0
Amount remaining of carryover balance	2017-10-31	0
Amount remaining of prefunding balance	2017-10-31	0
Present value of excess contributions	2017-10-31	423,622
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-10-31	448,234
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-10-31	0
Reductions in caryover balances due to elections or deemed elections	2017-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-10-31	0
Balance of carryovers at beginning of current year	2017-10-31	0
Balance of prefunding at beginning of current year	2017-10-31	0
Total employer contributions	2017-10-31	699,792
Total employee contributions	2017-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-10-31	645,996
Unpaid minimum required contributions for all prior years	2017-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-10-31	0
Remaining amount of unpaid minimum required contributions	2017-10-31	0
Minimum required contributions for current year target normal cost	2017-10-31	358,532
Net shortfall amortization installment of oustanding balance	2017-10-31	0
Waiver amortization installment	2017-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-10-31	0
Additional cash requirement	2017-10-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-10-31	645,996
Unpaid minimum required contributions for current year	2017-10-31	0
Unpaid minimum required contributions for all years	2017-10-31	0

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Company Name:	ENDODONTIC SPECIALISTS, P.C.
Employer identification number (EIN):	161151849
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1980-11-21
Company Identification Number:	664596
Legal Registered Office Address:	216 HIGHBRIDGE ST. Onondaga FAYETTEVILLE United States of America (USA) 13066