401k Plan data: D. MARK BEAVERS, DDS, LLC DEFINED BENEFIT PLAN plan

D. MARK BEAVERS, DDS, LLC DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	D. MARK BEAVERS, DDS, LLC DEFINED BENEFIT PLAN
Plan identification number	003

D. MARK BEAVERS, DDS, LLC DEFINED BENEFIT PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
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

D. MARK BEAVERS, DDS, LLC has sponsored the creation of one or more 401k plans.

Company Name: D. MARK BEAVERS, DDS, LLC

Employer identification number (EIN): 208193737

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan D. MARK BEAVERS, DDS, LLC DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01 DONALD BEAVERS 2023-10-02
003 2021-01-01 DONALD BEAVERS 2022-10-12
003 2020-01-01 DONALD BEAVERS 2021-09-28
003 2019-01-01 DONALD BEAVERS 2020-10-13
003 2018-01-01 DONALD BEAVERS 2019-10-14
003 2017-01-01 DONALD BEAVERS 2018-10-15
003 2016-01-01 DONALD BEAVERS 2017-10-12
003 2015-01-01 DONALD BEAVERS
003 2014-01-01 DONALD BEAVERS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2022-01-01	DONALD BEAVERS	2023-10-02
003	2021-01-01	DONALD BEAVERS	2022-10-12
003	2020-01-01	DONALD BEAVERS	2021-09-28
003	2019-01-01	DONALD BEAVERS	2020-10-13
003	2018-01-01	DONALD BEAVERS	2019-10-14
003	2017-01-01	DONALD BEAVERS	2018-10-15
003	2016-01-01	DONALD BEAVERS	2017-10-12
003	2015-01-01	DONALD BEAVERS
003	2014-01-01	DONALD BEAVERS

Plan Statistics for D. MARK BEAVERS, DDS, LLC DEFINED BENEFIT PLAN

401k plan membership statisitcs for D. MARK BEAVERS, DDS, LLC DEFINED BENEFIT PLAN

Measure Date Value
2022: D. MARK BEAVERS, DDS, LLC DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets 2022-12-31 400,768
Acturial value of plan assets 2022-12-31 400,768
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 0
Fundng target for terminated vested participants 2022-12-31 0
Active participant vested funding target 2022-12-31 456,750
Number of active participants 2022-12-31 7
Total funding liabilities for active participants 2022-12-31 456,750
Total participant count 2022-12-31 7
Total funding target for all participants 2022-12-31 456,750
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 50,713
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 2,214
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 48,499
Present value of excess contributions 2022-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 18,218
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 33,540
Total employer contributions 2022-12-31 68,085
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 66,799
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 59,497
Net shortfall amortization installment of oustanding balance 2022-12-31 91,350
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 67,939
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 1,140
Additional cash requirement 2022-12-31 66,799
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 66,799
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: D. MARK BEAVERS, DDS, LLC DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets 2021-12-31 426,249
Acturial value of plan assets 2021-12-31 426,249
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 0
Fundng target for terminated vested participants 2021-12-31 0
Active participant vested funding target 2021-12-31 372,675
Number of active participants 2021-12-31 7
Total funding liabilities for active participants 2021-12-31 372,675
Total participant count 2021-12-31 7
Total funding target for all participants 2021-12-31 372,675
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 13,005
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 13,005
Present value of excess contributions 2021-12-31 37,371
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 37,371
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 37,371
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 1,469
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 50,713
Total employer contributions 2021-12-31 44,392
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 43,944
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 46,284
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 46,283
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 2,339
Additional cash requirement 2021-12-31 43,944
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 43,944
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: D. MARK BEAVERS, DDS, LLC DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets 2020-12-31 343,488
Acturial value of plan assets 2020-12-31 343,488
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 2,794
Active participant vested funding target 2020-12-31 295,991
Number of active participants 2020-12-31 5
Total funding liabilities for active participants 2020-12-31 295,991
Total participant count 2020-12-31 6
Total funding target for all participants 2020-12-31 298,785
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 7,727
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 7,727
Present value of excess contributions 2020-12-31 3,674
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 3,674
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 3,674
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 13,005
Total employer contributions 2020-12-31 56,680
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 55,981
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 49,550
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 18,610
Additional cash requirement 2020-12-31 18,610
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 55,981
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: D. MARK BEAVERS, DDS, LLC DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets 2019-12-31 247,495
Acturial value of plan assets 2019-12-31 247,495
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 2
Fundng target for terminated vested participants 2019-12-31 6,710
Active participant vested funding target 2019-12-31 236,047
Number of active participants 2019-12-31 5
Total funding liabilities for active participants 2019-12-31 236,047
Total participant count 2019-12-31 7
Total funding target for all participants 2019-12-31 242,757
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 3,574
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 3,574
Present value of excess contributions 2019-12-31 4,489
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 4,489
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 4,489
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 7,727
Total employer contributions 2019-12-31 56,083
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 55,188
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 49,654
Net shortfall amortization installment of oustanding balance 2019-12-31 3,431
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 51,514
Additional cash requirement 2019-12-31 51,514
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 55,188
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: D. MARK BEAVERS, DDS, LLC DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets 2018-12-31 146,384
Acturial value of plan assets 2018-12-31 146,384
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 2018-12-31 175,284
Number of active participants 2018-12-31 7
Total funding liabilities for active participants 2018-12-31 175,284
Total participant count 2018-12-31 7
Total funding target for all participants 2018-12-31 175,284
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 12,192
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 12,192
Present value of excess contributions 2018-12-31 8,087
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 8,087
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 8,087
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 17,550
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 3,574
Total employer contributions 2018-12-31 56,733
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 58,294
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 47,915
Net shortfall amortization installment of oustanding balance 2018-12-31 32,685
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 53,805
Additional cash requirement 2018-12-31 53,805
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 58,294
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: D. MARK BEAVERS, DDS, LLC DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets 2017-12-31 111,256
Acturial value of plan assets 2017-12-31 111,256
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 0
Fundng target for terminated vested participants 2017-12-31 0
Active participant vested funding target 2017-12-31 112,607
Number of active participants 2017-12-31 6
Total funding liabilities for active participants 2017-12-31 112,607
Total participant count 2017-12-31 6
Total funding target for all participants 2017-12-31 112,607
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 12,192
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 12,192
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 12,192
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 12,192
Total employer contributions 2017-12-31 53,903
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 54,536
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 43,865
Net shortfall amortization installment of oustanding balance 2017-12-31 14,309
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 46,449
Additional cash requirement 2017-12-31 46,449
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 54,536
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: D. MARK BEAVERS, DDS, LLC DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets 2016-12-31 49,304
Acturial value of plan assets 2016-12-31 49,304
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 1
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 61,340
Number of active participants 2016-12-31 6
Total funding liabilities for active participants 2016-12-31 61,340
Total participant count 2016-12-31 7
Total funding target for all participants 2016-12-31 61,340
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 13,617
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 13,617
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 53,475
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 54,664
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 40,483
Net shortfall amortization installment of oustanding balance 2016-12-31 12,036
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 42,472
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 42,472
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 54,664
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
2015: D. MARK BEAVERS, DDS, LLC DEFINED BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 6
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: D. MARK BEAVERS, DDS, LLC DEFINED BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 6
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2022: D. MARK BEAVERS, DDS, LLC DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets	2022-12-31	400,768
Acturial value of plan assets	2022-12-31	400,768
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	0
Fundng target for terminated vested participants	2022-12-31	0
Active participant vested funding target	2022-12-31	456,750
Number of active participants	2022-12-31	7
Total funding liabilities for active participants	2022-12-31	456,750
Total participant count	2022-12-31	7
Total funding target for all participants	2022-12-31	456,750
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	50,713
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	2,214
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	48,499
Present value of excess contributions	2022-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	18,218
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	33,540
Total employer contributions	2022-12-31	68,085
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	66,799
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	59,497
Net shortfall amortization installment of oustanding balance	2022-12-31	91,350
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	67,939
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	1,140
Additional cash requirement	2022-12-31	66,799
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	66,799
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: D. MARK BEAVERS, DDS, LLC DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets	2021-12-31	426,249
Acturial value of plan assets	2021-12-31	426,249
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	0
Fundng target for terminated vested participants	2021-12-31	0
Active participant vested funding target	2021-12-31	372,675
Number of active participants	2021-12-31	7
Total funding liabilities for active participants	2021-12-31	372,675
Total participant count	2021-12-31	7
Total funding target for all participants	2021-12-31	372,675
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	13,005
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	13,005
Present value of excess contributions	2021-12-31	37,371
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	37,371
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	37,371
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	1,469
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	50,713
Total employer contributions	2021-12-31	44,392
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	43,944
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	46,284
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	46,283
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	2,339
Additional cash requirement	2021-12-31	43,944
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	43,944
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: D. MARK BEAVERS, DDS, LLC DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets	2020-12-31	343,488
Acturial value of plan assets	2020-12-31	343,488
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	2,794
Active participant vested funding target	2020-12-31	295,991
Number of active participants	2020-12-31	5
Total funding liabilities for active participants	2020-12-31	295,991
Total participant count	2020-12-31	6
Total funding target for all participants	2020-12-31	298,785
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	7,727
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	7,727
Present value of excess contributions	2020-12-31	3,674
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	3,674
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	3,674
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	13,005
Total employer contributions	2020-12-31	56,680
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	55,981
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	49,550
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	18,610
Additional cash requirement	2020-12-31	18,610
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	55,981
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: D. MARK BEAVERS, DDS, LLC DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets	2019-12-31	247,495
Acturial value of plan assets	2019-12-31	247,495
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	2
Fundng target for terminated vested participants	2019-12-31	6,710
Active participant vested funding target	2019-12-31	236,047
Number of active participants	2019-12-31	5
Total funding liabilities for active participants	2019-12-31	236,047
Total participant count	2019-12-31	7
Total funding target for all participants	2019-12-31	242,757
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	3,574
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	3,574
Present value of excess contributions	2019-12-31	4,489
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	4,489
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	4,489
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	7,727
Total employer contributions	2019-12-31	56,083
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	55,188
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	49,654
Net shortfall amortization installment of oustanding balance	2019-12-31	3,431
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	51,514
Additional cash requirement	2019-12-31	51,514
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	55,188
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: D. MARK BEAVERS, DDS, LLC DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	146,384
Acturial value of plan assets	2018-12-31	146,384
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	175,284
Number of active participants	2018-12-31	7
Total funding liabilities for active participants	2018-12-31	175,284
Total participant count	2018-12-31	7
Total funding target for all participants	2018-12-31	175,284
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	12,192
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	12,192
Present value of excess contributions	2018-12-31	8,087
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	8,087
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	8,087
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	17,550
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	3,574
Total employer contributions	2018-12-31	56,733
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	58,294
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	47,915
Net shortfall amortization installment of oustanding balance	2018-12-31	32,685
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	53,805
Additional cash requirement	2018-12-31	53,805
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	58,294
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: D. MARK BEAVERS, DDS, LLC DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	111,256
Acturial value of plan assets	2017-12-31	111,256
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	112,607
Number of active participants	2017-12-31	6
Total funding liabilities for active participants	2017-12-31	112,607
Total participant count	2017-12-31	6
Total funding target for all participants	2017-12-31	112,607
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	12,192
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	12,192
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	12,192
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	12,192
Total employer contributions	2017-12-31	53,903
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	54,536
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	43,865
Net shortfall amortization installment of oustanding balance	2017-12-31	14,309
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	46,449
Additional cash requirement	2017-12-31	46,449
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	54,536
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: D. MARK BEAVERS, DDS, LLC DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	49,304
Acturial value of plan assets	2016-12-31	49,304
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	1
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	61,340
Number of active participants	2016-12-31	6
Total funding liabilities for active participants	2016-12-31	61,340
Total participant count	2016-12-31	7
Total funding target for all participants	2016-12-31	61,340
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	13,617
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	13,617
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	53,475
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	54,664
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	40,483
Net shortfall amortization installment of oustanding balance	2016-12-31	12,036
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	42,472
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	42,472
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	54,664
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
2015: D. MARK BEAVERS, DDS, LLC DEFINED BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	6
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: D. MARK BEAVERS, DDS, LLC DEFINED BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	6
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

Financial Data on D. MARK BEAVERS, DDS, LLC DEFINED BENEFIT PLAN

Measure	Date	Value
2015 : D. MARK BEAVERS, DDS, LLC DEFINED BENEFIT PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$30,506
Expenses. Total of all expenses incurred	2015-12-31	$0
Benefits paid (including direct rollovers)	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$69,956
Total plan assets at beginning of year	2015-12-31	$39,450
Total contributions received or receivable from participants	2015-12-31	$0
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-4,937
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$30,506
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$69,956
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$39,450
Total contributions received or receivable from employer(s)	2015-12-31	$35,443
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
2014 : D. MARK BEAVERS, DDS, LLC DEFINED BENEFIT PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$39,450
Expenses. Total of all expenses incurred	2014-12-31	$0
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$39,450
Total plan assets at beginning of year	2014-12-31	$0
Total contributions received or receivable from participants	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$0
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$39,450
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$39,450
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$39,450
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0

Form 5500 Responses for D. MARK BEAVERS, DDS, LLC DEFINED BENEFIT PLAN

2015: D. MARK BEAVERS, DDS, LLC DEFINED BENEFIT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: D. MARK BEAVERS, DDS, LLC DEFINED BENEFIT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	First time form 5500 has been submitted	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	D. MARK BEAVERS, DDS, LLC
Employer identification number (EIN):	208193737
NAIC Classification:	621210
NAIC Description:	Offices of Dentists