MATTHEW W. HORNE, D.D.S., PLLC DEFINED BENEFIT PENSION PLAN 401k Plan overview

MATTHEW W. HORNE, D.D.S., PLLC DEFINED BENEFIT PENSION PLAN Benefits

401k Sponsoring company profile

Company Name:	MATTHEW W. HORNE, DDS, PA
Employer identification number (EIN):	201813727
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01	MATTHEW HORNE	2015-10-14
002	2013-01-01	MATTHEW HORNE	2014-10-10

Plan Statistics for MATTHEW W. HORNE, D.D.S., PLLC DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2020: MATTHEW W. HORNE, D.D.S., PLLC DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	1,315,558
Acturial value of plan assets	2020-12-31	1,315,558
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	5
Fundng target for terminated vested participants	2020-12-31	23,320
Active participant vested funding target	2020-12-31	1,122,191
Number of active participants	2020-12-31	4
Total funding liabilities for active participants	2020-12-31	1,122,191
Total participant count	2020-12-31	9
Total funding target for all participants	2020-12-31	1,145,511
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	143,661
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	143,661
Present value of excess contributions	2020-12-31	51,464
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	54,150
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	54,150
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	224,331
Total employer contributions	2020-12-31	149,600
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	140,330
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	0
Net shortfall amortization installment of oustanding balance	2020-12-31	174,307
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	39,207
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	39,207
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	140,330
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: MATTHEW W. HORNE, D.D.S., PLLC DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,036,306
Acturial value of plan assets	2019-12-31	1,036,306
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	4
Fundng target for terminated vested participants	2019-12-31	9,516
Active participant vested funding target	2019-12-31	1,088,894
Number of active participants	2019-12-31	5
Total funding liabilities for active participants	2019-12-31	1,088,894
Total participant count	2019-12-31	9
Total funding target for all participants	2019-12-31	1,098,410
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	74,776
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	74,776
Present value of excess contributions	2019-12-31	66,646
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	70,358
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	70,358
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	143,661
Total employer contributions	2019-12-31	100,000
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	90,671
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	0
Net shortfall amortization installment of oustanding balance	2019-12-31	205,765
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	39,207
Additional cash requirement	2019-12-31	39,207
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	90,671
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: MATTHEW W. HORNE, D.D.S., PLLC DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,013,429
Acturial value of plan assets	2018-12-31	1,013,429
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	3
Fundng target for terminated vested participants	2018-12-31	6,114
Active participant vested funding target	2018-12-31	979,272
Number of active participants	2018-12-31	6
Total funding liabilities for active participants	2018-12-31	992,140
Total participant count	2018-12-31	9
Total funding target for all participants	2018-12-31	998,254
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	219,995
Prefunding balanced used to offset prior years funding requirement	2018-12-31	154,505
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	65,490
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	74,776
Total employer contributions	2018-12-31	100,000
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	90,296
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	0
Net shortfall amortization installment of oustanding balance	2018-12-31	127,739
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	23,650
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	23,650
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	90,296
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: MATTHEW W. HORNE, D.D.S., PLLC DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	796,095
Acturial value of plan assets	2017-12-31	796,095
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	13,570
Active participant vested funding target	2017-12-31	615,463
Number of active participants	2017-12-31	6
Total funding liabilities for active participants	2017-12-31	706,553
Total participant count	2017-12-31	9
Total funding target for all participants	2017-12-31	720,123
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	206,576
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	206,576
Present value of excess contributions	2017-12-31	36,828
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	39,100
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	39,100
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	30,556
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	219,995
Total employer contributions	2017-12-31	120,000
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	104,323
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	234,156
Net shortfall amortization installment of oustanding balance	2017-12-31	144,023
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	257,806
Prefunding balance elected to use to offset funding requirement	2017-12-31	153,483
Additional cash requirement	2017-12-31	104,323
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	104,323
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: MATTHEW W. HORNE, D.D.S., PLLC DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	569,930
Acturial value of plan assets	2016-12-31	569,930
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	1
Fundng target for terminated vested participants	2016-12-31	1,890
Active participant vested funding target	2016-12-31	331,978
Number of active participants	2016-12-31	5
Total funding liabilities for active participants	2016-12-31	407,407
Total participant count	2016-12-31	6
Total funding target for all participants	2016-12-31	409,297
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	117,740
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	117,740
Present value of excess contributions	2016-12-31	82,091
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	87,164
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	87,164
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	206,576
Total employer contributions	2016-12-31	220,000
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	198,814
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	161,986
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	161,986
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	161,986
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	198,814
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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