401k Plan data: ANTHONY L. RICCI, D. D. S. CASH BALANCE PENSION PLAN plan

ANTHONY L. RICCI, D. D. S. CASH BALANCE PENSION PLAN 401k Plan overview

Plan Name	ANTHONY L. RICCI, D. D. S. CASH BALANCE PENSION PLAN
Plan identification number	002

ANTHONY L. RICCI, D. D. S. CASH BALANCE 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).
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

ANTHONY L. RICCI, DDS has sponsored the creation of one or more 401k plans.

Company Name: ANTHONY L. RICCI, DDS

Employer identification number (EIN): 161288761

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ANTHONY L. RICCI, D. D. S. CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2024-01-01
002 2023-01-01
002 2022-01-01
002 2021-01-01 ANTHONY RICCI 2022-10-12
002 2020-01-01 ANTHONY RICCI 2021-10-11
002 2019-01-01 ANTHONY RICCI 2020-10-06
002 2018-01-01 ANTHONY RICCI 2019-10-10
002 2017-01-01 ANTHONY RICCI 2018-10-03
002 2016-01-01 ANTHONY RICCI 2017-10-12
002 2015-01-01 ANTHONY RICCI 2016-10-17
002 2014-01-01 ANTHONY RICCI 2015-10-12
002 2013-01-01 ANTHONY RICCI 2014-10-15
002 2012-01-01 ANTHONY RICCI 2013-10-15 JACLYN WISHART 2013-10-15
002 2011-01-01 ANTHONY RICCI 2012-10-15 JACLYN WISHART 2012-10-15
002 2010-01-01 ANTHONY RICCI 2011-10-14 JACLYN WISHART 2011-10-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2024-01-01
002	2023-01-01
002	2022-01-01
002	2021-01-01	ANTHONY RICCI	2022-10-12
002	2020-01-01	ANTHONY RICCI	2021-10-11
002	2019-01-01	ANTHONY RICCI	2020-10-06
002	2018-01-01	ANTHONY RICCI	2019-10-10
002	2017-01-01	ANTHONY RICCI	2018-10-03
002	2016-01-01	ANTHONY RICCI	2017-10-12
002	2015-01-01	ANTHONY RICCI	2016-10-17
002	2014-01-01	ANTHONY RICCI	2015-10-12
002	2013-01-01	ANTHONY RICCI	2014-10-15
002	2012-01-01	ANTHONY RICCI	2013-10-15	JACLYN WISHART	2013-10-15
002	2011-01-01	ANTHONY RICCI	2012-10-15	JACLYN WISHART	2012-10-15
002	2010-01-01	ANTHONY RICCI	2011-10-14	JACLYN WISHART	2011-10-14

Plan Statistics for ANTHONY L. RICCI, D. D. S. CASH BALANCE PENSION PLAN

401k plan membership statisitcs for ANTHONY L. RICCI, D. D. S. CASH BALANCE PENSION PLAN

Measure Date Value
2024: ANTHONY L. RICCI, D. D. S. CASH BALANCE PENSION PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-10-11 5
Total number of particpants at end of year 2024-10-11 0
2022: ANTHONY L. RICCI, D. D. S. CASH BALANCE PENSION PLAN 2022 401k membership
Market value of plan assets 2022-12-31 2,293,124
Acturial value of plan assets 2022-12-31 2,293,124
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 2,248
Active participant vested funding target 2022-12-31 2,710,474
Number of active participants 2022-12-31 6
Total funding liabilities for active participants 2022-12-31 2,710,474
Total participant count 2022-12-31 8
Total funding target for all participants 2022-12-31 2,712,722
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 50,709
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 50,709
Present value of excess contributions 2022-12-31 107,524
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 107,524
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 56,718
Total employer contributions 2022-12-31 134,456
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 2022-12-31 129,117
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 2,825
Net shortfall amortization installment of oustanding balance 2022-12-31 479,662
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 42,321
Additional cash requirement 2022-12-31 42,321
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 129,117
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: ANTHONY L. RICCI, D. D. S. CASH BALANCE PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 2,620,475
Acturial value of plan assets 2021-12-31 2,620,475
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 2,660
Active participant vested funding target 2021-12-31 2,332,572
Number of active participants 2021-12-31 7
Total funding liabilities for active participants 2021-12-31 2,332,572
Total participant count 2021-12-31 8
Total funding target for all participants 2021-12-31 2,335,232
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 46,045
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 46,045
Present value of excess contributions 2021-12-31 73,052
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 76,325
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 50,709
Total employer contributions 2021-12-31 112,000
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 107,524
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 4,105
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 0
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 107,524
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: ANTHONY L. RICCI, D. D. S. CASH BALANCE PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 2,236,631
Acturial value of plan assets 2020-12-31 2,236,631
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 1
Fundng target for terminated vested participants 2020-12-31 2,533
Active participant vested funding target 2020-12-31 1,961,280
Number of active participants 2020-12-31 7
Total funding liabilities for active participants 2020-12-31 1,961,280
Total participant count 2020-12-31 8
Total funding target for all participants 2020-12-31 1,963,813
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 38,853
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 38,853
Present value of excess contributions 2020-12-31 100,724
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 100,724
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 46,045
Total employer contributions 2020-12-31 110,000
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 103,981
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 2020-12-31 255,639
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 30,929
Additional cash requirement 2020-12-31 30,929
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 103,981
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: ANTHONY L. RICCI, D. D. S. CASH BALANCE PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,898,958
Acturial value of plan assets 2019-12-31 1,898,958
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 1,782,042
Number of active participants 2019-12-31 8
Total funding liabilities for active participants 2019-12-31 1,782,042
Total participant count 2019-12-31 8
Total funding target for all participants 2019-12-31 1,782,042
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 49,768
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 8,549
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 41,219
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 38,853
Total employer contributions 2019-12-31 140,000
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 129,878
Liquidity shortfalls end of Q1 2019-12-31 0
Liquidity shortfalls end of Q2 2019-12-31 0
Liquidity shortfalls end of Q3 2019-12-31 0
Liquidity shortfalls end of Q4 2019-12-31 0
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 105,550
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 29,154
Additional cash requirement 2019-12-31 29,154
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 129,878
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: ANTHONY L. RICCI, D. D. S. CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,484,243
Acturial value of plan assets 2018-12-31 1,484,243
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 1,587,752
Number of active participants 2018-12-31 8
Total funding liabilities for active participants 2018-12-31 1,587,752
Total participant count 2018-12-31 8
Total funding target for all participants 2018-12-31 1,587,752
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 62,484
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 18,670
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 43,814
Present value of excess contributions 2018-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
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 49,768
Total employer contributions 2018-12-31 145,000
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 132,224
Liquidity shortfalls end of Q1 2018-12-31 0
Liquidity shortfalls end of Q2 2018-12-31 0
Liquidity shortfalls end of Q3 2018-12-31 0
Liquidity shortfalls end of Q4 2018-12-31 0
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 105,198
Net shortfall amortization installment of oustanding balance 2018-12-31 154,969
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 141,064
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 8,840
Additional cash requirement 2018-12-31 132,224
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 132,224
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: ANTHONY L. RICCI, D. D. S. CASH BALANCE PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,470,278
Acturial value of plan assets 2017-12-31 1,470,278
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 3
Fundng target for terminated vested participants 2017-12-31 32,521
Active participant vested funding target 2017-12-31 1,421,046
Number of active participants 2017-12-31 8
Total funding liabilities for active participants 2017-12-31 1,421,046
Total participant count 2017-12-31 11
Total funding target for all participants 2017-12-31 1,453,567
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 71,433
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 14,271
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 57,162
Present value of excess contributions 2017-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 62,484
Total employer contributions 2017-12-31 107,000
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 2017-12-31 103,135
Liquidity shortfalls end of Q1 2017-12-31 0
Liquidity shortfalls end of Q2 2017-12-31 0
Liquidity shortfalls end of Q3 2017-12-31 0
Liquidity shortfalls end of Q4 2017-12-31 0
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 106,650
Net shortfall amortization installment of oustanding balance 2017-12-31 48,541
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 122,632
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 19,497
Additional cash requirement 2017-12-31 103,135
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 103,135
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: ANTHONY L. RICCI, D. D. S. CASH BALANCE PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,187,337
Acturial value of plan assets 2016-12-31 1,187,337
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 3
Fundng target for terminated vested participants 2016-12-31 30,972
Active participant vested funding target 2016-12-31 1,175,355
Number of active participants 2016-12-31 5
Total funding liabilities for active participants 2016-12-31 1,175,355
Total participant count 2016-12-31 8
Total funding target for all participants 2016-12-31 1,206,327
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 76,914
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 1,499
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 75,415
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 71,433
Total employer contributions 2016-12-31 117,000
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 105,137
Liquidity shortfalls end of Q1 2016-12-31 0
Liquidity shortfalls end of Q2 2016-12-31 0
Liquidity shortfalls end of Q3 2016-12-31 0
Liquidity shortfalls end of Q4 2016-12-31 0
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 98,637
Net shortfall amortization installment of oustanding balance 2016-12-31 94,688
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 119,408
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 14,271
Additional cash requirement 2016-12-31 105,137
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 105,137
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
2024: ANTHONY L. RICCI, D. D. S. CASH BALANCE PENSION PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-10-11	5
Total number of particpants at end of year	2024-10-11	0
2022: ANTHONY L. RICCI, D. D. S. CASH BALANCE PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	2,293,124
Acturial value of plan assets	2022-12-31	2,293,124
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	2,248
Active participant vested funding target	2022-12-31	2,710,474
Number of active participants	2022-12-31	6
Total funding liabilities for active participants	2022-12-31	2,710,474
Total participant count	2022-12-31	8
Total funding target for all participants	2022-12-31	2,712,722
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	50,709
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	50,709
Present value of excess contributions	2022-12-31	107,524
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	107,524
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	56,718
Total employer contributions	2022-12-31	134,456
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	129,117
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	2,825
Net shortfall amortization installment of oustanding balance	2022-12-31	479,662
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	42,321
Additional cash requirement	2022-12-31	42,321
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	129,117
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: ANTHONY L. RICCI, D. D. S. CASH BALANCE PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	2,620,475
Acturial value of plan assets	2021-12-31	2,620,475
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	2,660
Active participant vested funding target	2021-12-31	2,332,572
Number of active participants	2021-12-31	7
Total funding liabilities for active participants	2021-12-31	2,332,572
Total participant count	2021-12-31	8
Total funding target for all participants	2021-12-31	2,335,232
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	46,045
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	46,045
Present value of excess contributions	2021-12-31	73,052
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	76,325
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	50,709
Total employer contributions	2021-12-31	112,000
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	107,524
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	4,105
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	107,524
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: ANTHONY L. RICCI, D. D. S. CASH BALANCE PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	2,236,631
Acturial value of plan assets	2020-12-31	2,236,631
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	1
Fundng target for terminated vested participants	2020-12-31	2,533
Active participant vested funding target	2020-12-31	1,961,280
Number of active participants	2020-12-31	7
Total funding liabilities for active participants	2020-12-31	1,961,280
Total participant count	2020-12-31	8
Total funding target for all participants	2020-12-31	1,963,813
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	38,853
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	38,853
Present value of excess contributions	2020-12-31	100,724
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	100,724
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	46,045
Total employer contributions	2020-12-31	110,000
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	103,981
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	255,639
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	30,929
Additional cash requirement	2020-12-31	30,929
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	103,981
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: ANTHONY L. RICCI, D. D. S. CASH BALANCE PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,898,958
Acturial value of plan assets	2019-12-31	1,898,958
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	1,782,042
Number of active participants	2019-12-31	8
Total funding liabilities for active participants	2019-12-31	1,782,042
Total participant count	2019-12-31	8
Total funding target for all participants	2019-12-31	1,782,042
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	49,768
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	8,549
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	41,219
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	38,853
Total employer contributions	2019-12-31	140,000
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	129,878
Liquidity shortfalls end of Q1	2019-12-31	0
Liquidity shortfalls end of Q2	2019-12-31	0
Liquidity shortfalls end of Q3	2019-12-31	0
Liquidity shortfalls end of Q4	2019-12-31	0
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	105,550
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	29,154
Additional cash requirement	2019-12-31	29,154
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	129,878
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: ANTHONY L. RICCI, D. D. S. CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,484,243
Acturial value of plan assets	2018-12-31	1,484,243
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	1,587,752
Number of active participants	2018-12-31	8
Total funding liabilities for active participants	2018-12-31	1,587,752
Total participant count	2018-12-31	8
Total funding target for all participants	2018-12-31	1,587,752
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	62,484
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	18,670
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	43,814
Present value of excess contributions	2018-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
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	49,768
Total employer contributions	2018-12-31	145,000
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	132,224
Liquidity shortfalls end of Q1	2018-12-31	0
Liquidity shortfalls end of Q2	2018-12-31	0
Liquidity shortfalls end of Q3	2018-12-31	0
Liquidity shortfalls end of Q4	2018-12-31	0
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	105,198
Net shortfall amortization installment of oustanding balance	2018-12-31	154,969
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	141,064
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	8,840
Additional cash requirement	2018-12-31	132,224
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	132,224
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: ANTHONY L. RICCI, D. D. S. CASH BALANCE PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,470,278
Acturial value of plan assets	2017-12-31	1,470,278
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	3
Fundng target for terminated vested participants	2017-12-31	32,521
Active participant vested funding target	2017-12-31	1,421,046
Number of active participants	2017-12-31	8
Total funding liabilities for active participants	2017-12-31	1,421,046
Total participant count	2017-12-31	11
Total funding target for all participants	2017-12-31	1,453,567
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	71,433
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	14,271
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	57,162
Present value of excess contributions	2017-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	62,484
Total employer contributions	2017-12-31	107,000
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	103,135
Liquidity shortfalls end of Q1	2017-12-31	0
Liquidity shortfalls end of Q2	2017-12-31	0
Liquidity shortfalls end of Q3	2017-12-31	0
Liquidity shortfalls end of Q4	2017-12-31	0
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	106,650
Net shortfall amortization installment of oustanding balance	2017-12-31	48,541
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	122,632
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	19,497
Additional cash requirement	2017-12-31	103,135
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	103,135
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: ANTHONY L. RICCI, D. D. S. CASH BALANCE PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,187,337
Acturial value of plan assets	2016-12-31	1,187,337
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	3
Fundng target for terminated vested participants	2016-12-31	30,972
Active participant vested funding target	2016-12-31	1,175,355
Number of active participants	2016-12-31	5
Total funding liabilities for active participants	2016-12-31	1,175,355
Total participant count	2016-12-31	8
Total funding target for all participants	2016-12-31	1,206,327
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	76,914
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	1,499
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	75,415
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	71,433
Total employer contributions	2016-12-31	117,000
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	105,137
Liquidity shortfalls end of Q1	2016-12-31	0
Liquidity shortfalls end of Q2	2016-12-31	0
Liquidity shortfalls end of Q3	2016-12-31	0
Liquidity shortfalls end of Q4	2016-12-31	0
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	98,637
Net shortfall amortization installment of oustanding balance	2016-12-31	94,688
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	119,408
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	14,271
Additional cash requirement	2016-12-31	105,137
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	105,137
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 ANTHONY L. RICCI, D. D. S. CASH BALANCE PENSION PLAN

Measure	Date	Value
2024 : ANTHONY L. RICCI, D. D. S. CASH BALANCE PENSION PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year	2024-10-11	0
Total expenses incurred by plan in this plan year	2024-10-11	3110271
Net assets as of the end of the plan year	2024-10-11	0
Total assets as of the beginning of the plan year	2024-10-11	3041251
Value of plan covered by a fidelity bond	2024-10-11	190000
Other income to plan in this plan year	2024-10-11	61089
Plan net income in this plan year	2024-10-11	-3041251
Net assets as of the end of the plan year	2024-10-11	0
Net assets as of the beginning of the plan year	2024-10-11	3041251
Employer contributions to plan in this plan year	2024-10-11	7931

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Company Name:	ANTHONY L. RICCI, DDS
Employer identification number (EIN):	161288761
NAIC Classification:	621210
NAIC Description:	Offices of Dentists