401k Plan data: RICHARD PORTALUPI, DDS, MSD RETIREMENT PLAN plan

RICHARD PORTALUPI, DDS, MSD RETIREMENT PLAN 401k Plan overview

Plan Name	RICHARD PORTALUPI, DDS, MSD RETIREMENT PLAN
Plan identification number	001

RICHARD PORTALUPI, DDS, MSD RETIREMENT PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related 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

RICHARD PORTALUPI, DDS, MSD A PROFESSIONAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: RICHARD PORTALUPI, DDS, MSD A PROFESSIONAL CORPORATION

Employer identification number (EIN): 208266978

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD PORTALUPI, DDS, MSD RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01 M. PAUL TURNER 2017-08-23

Plan Statistics for RICHARD PORTALUPI, DDS, MSD RETIREMENT PLAN

401k plan membership statisitcs for RICHARD PORTALUPI, DDS, MSD RETIREMENT PLAN

Measure Date Value
2025: RICHARD PORTALUPI, DDS, MSD RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-03-19 8
Total number of particpants at end of year 2025-03-19 7
2024: RICHARD PORTALUPI, DDS, MSD RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-09-20 8
Total number of particpants at end of year 2024-09-20 8
2022: RICHARD PORTALUPI, DDS, MSD RETIREMENT PLAN 2022 401k membership
Market value of plan assets 2022-12-31 256,517
Acturial value of plan assets 2022-12-31 256,517
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 3
Fundng target for terminated vested participants 2022-12-31 3,858
Active participant vested funding target 2022-12-31 317,921
Number of active participants 2022-12-31 5
Total funding liabilities for active participants 2022-12-31 319,041
Total participant count 2022-12-31 8
Total funding target for all participants 2022-12-31 322,899
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 0
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 0
Present value of excess contributions 2022-12-31 95
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 95
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 0
Total employer contributions 2022-12-31 12,600
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 12,156
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 1,183
Net shortfall amortization installment of oustanding balance 2022-12-31 66,382
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 7,317
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 7,317
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 12,156
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
Total number of particpants at beginning of year 2022-09-14 8
Total number of particpants at end of year 2022-09-14 8
2021: RICHARD PORTALUPI, DDS, MSD RETIREMENT PLAN 2021 401k membership
Market value of plan assets 2021-12-31 244,476
Acturial value of plan assets 2021-12-31 244,476
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 3,491
Active participant vested funding target 2021-12-31 233,000
Number of active participants 2021-12-31 5
Total funding liabilities for active participants 2021-12-31 234,106
Total participant count 2021-12-31 6
Total funding target for all participants 2021-12-31 237,597
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 0
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 0
Present value of excess contributions 2021-12-31 26,563
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 26,563
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 0
Total employer contributions 2021-12-31 61,050
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 58,836
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 65,620
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 58,741
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 0
Additional cash requirement 2021-12-31 58,741
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 58,836
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: RICHARD PORTALUPI, DDS, MSD RETIREMENT PLAN 2020 401k membership
Market value of plan assets 2020-12-31 203,722
Acturial value of plan assets 2020-12-31 203,722
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 1,746
Active participant vested funding target 2020-12-31 182,971
Number of active participants 2020-12-31 7
Total funding liabilities for active participants 2020-12-31 183,918
Total participant count 2020-12-31 8
Total funding target for all participants 2020-12-31 185,664
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 0
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 0
Present value of excess contributions 2020-12-31 20,591
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 20,591
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 0
Total employer contributions 2020-12-31 56,800
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 54,820
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 46,315
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 28,257
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 28,257
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 54,820
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: RICHARD PORTALUPI, DDS, MSD RETIREMENT PLAN 2019 401k membership
Market value of plan assets 2019-12-31 166,191
Acturial value of plan assets 2019-12-31 166,191
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 1
Fundng target for terminated vested participants 2019-12-31 1,633
Active participant vested funding target 2019-12-31 150,259
Number of active participants 2019-12-31 5
Total funding liabilities for active participants 2019-12-31 150,383
Total participant count 2019-12-31 6
Total funding target for all participants 2019-12-31 152,016
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 0
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 0
Present value of excess contributions 2019-12-31 24,955
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 24,955
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 0
Total employer contributions 2019-12-31 28,128
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 27,161
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 20,745
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 6,570
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 6,570
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 27,161
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: RICHARD PORTALUPI, DDS, MSD RETIREMENT PLAN 2018 401k membership
Market value of plan assets 2018-12-31 99,600
Acturial value of plan assets 2018-12-31 99,600
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 1
Fundng target for terminated vested participants 2018-12-31 2,847
Active participant vested funding target 2018-12-31 103,123
Number of active participants 2018-12-31 3
Total funding liabilities for active participants 2018-12-31 103,252
Total participant count 2018-12-31 4
Total funding target for all participants 2018-12-31 106,099
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 0
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 0
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 0
Total employer contributions 2018-12-31 128,572
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 62,424
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 37,469
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 37,469
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 37,469
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 62,424
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: RICHARD PORTALUPI, DDS, MSD RETIREMENT PLAN 2017 401k membership
Market value of plan assets 2017-12-31 45,655
Acturial value of plan assets 2017-12-31 45,655
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 41,642
Number of active participants 2017-12-31 3
Total funding liabilities for active participants 2017-12-31 41,758
Total participant count 2017-12-31 3
Total funding target for all participants 2017-12-31 41,758
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 4,803
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 4,803
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 0
Total employer contributions 2017-12-31 65,000
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 63,465
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 57,337
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 53,440
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 0
Additional cash requirement 2017-12-31 53,440
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 63,465
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: RICHARD PORTALUPI, DDS, MSD RETIREMENT PLAN 2016 401k membership
Market value of plan assets 2016-12-31 0
Acturial value of plan assets 2016-12-31 0
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 0
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 0
Number of active participants 2016-12-31 2
Total funding liabilities for active participants 2016-12-31 0
Total participant count 2016-12-31 2
Total funding target for all participants 2016-12-31 0
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 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 0
Total employer contributions 2016-12-31 45,711
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 44,462
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 39,659
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 39,659
Additional cash requirement 2016-12-31 39,659
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 44,462
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
2025: RICHARD PORTALUPI, DDS, MSD RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-03-19	8
Total number of particpants at end of year	2025-03-19	7
2024: RICHARD PORTALUPI, DDS, MSD RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-09-20	8
Total number of particpants at end of year	2024-09-20	8
2022: RICHARD PORTALUPI, DDS, MSD RETIREMENT PLAN 2022 401k membership
Market value of plan assets	2022-12-31	256,517
Acturial value of plan assets	2022-12-31	256,517
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	3
Fundng target for terminated vested participants	2022-12-31	3,858
Active participant vested funding target	2022-12-31	317,921
Number of active participants	2022-12-31	5
Total funding liabilities for active participants	2022-12-31	319,041
Total participant count	2022-12-31	8
Total funding target for all participants	2022-12-31	322,899
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	0
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	0
Present value of excess contributions	2022-12-31	95
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	95
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	0
Total employer contributions	2022-12-31	12,600
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	12,156
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	1,183
Net shortfall amortization installment of oustanding balance	2022-12-31	66,382
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	7,317
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	7,317
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	12,156
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
Total number of particpants at beginning of year	2022-09-14	8
Total number of particpants at end of year	2022-09-14	8
2021: RICHARD PORTALUPI, DDS, MSD RETIREMENT PLAN 2021 401k membership
Market value of plan assets	2021-12-31	244,476
Acturial value of plan assets	2021-12-31	244,476
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	3,491
Active participant vested funding target	2021-12-31	233,000
Number of active participants	2021-12-31	5
Total funding liabilities for active participants	2021-12-31	234,106
Total participant count	2021-12-31	6
Total funding target for all participants	2021-12-31	237,597
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	0
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	0
Present value of excess contributions	2021-12-31	26,563
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	26,563
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	0
Total employer contributions	2021-12-31	61,050
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	58,836
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	65,620
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	58,741
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	0
Additional cash requirement	2021-12-31	58,741
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	58,836
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: RICHARD PORTALUPI, DDS, MSD RETIREMENT PLAN 2020 401k membership
Market value of plan assets	2020-12-31	203,722
Acturial value of plan assets	2020-12-31	203,722
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	1,746
Active participant vested funding target	2020-12-31	182,971
Number of active participants	2020-12-31	7
Total funding liabilities for active participants	2020-12-31	183,918
Total participant count	2020-12-31	8
Total funding target for all participants	2020-12-31	185,664
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	0
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	0
Present value of excess contributions	2020-12-31	20,591
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	20,591
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	0
Total employer contributions	2020-12-31	56,800
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	54,820
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	46,315
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	28,257
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	28,257
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	54,820
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: RICHARD PORTALUPI, DDS, MSD RETIREMENT PLAN 2019 401k membership
Market value of plan assets	2019-12-31	166,191
Acturial value of plan assets	2019-12-31	166,191
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	1
Fundng target for terminated vested participants	2019-12-31	1,633
Active participant vested funding target	2019-12-31	150,259
Number of active participants	2019-12-31	5
Total funding liabilities for active participants	2019-12-31	150,383
Total participant count	2019-12-31	6
Total funding target for all participants	2019-12-31	152,016
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	0
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	0
Present value of excess contributions	2019-12-31	24,955
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	24,955
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	0
Total employer contributions	2019-12-31	28,128
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	27,161
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	20,745
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	6,570
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	6,570
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	27,161
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: RICHARD PORTALUPI, DDS, MSD RETIREMENT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	99,600
Acturial value of plan assets	2018-12-31	99,600
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	1
Fundng target for terminated vested participants	2018-12-31	2,847
Active participant vested funding target	2018-12-31	103,123
Number of active participants	2018-12-31	3
Total funding liabilities for active participants	2018-12-31	103,252
Total participant count	2018-12-31	4
Total funding target for all participants	2018-12-31	106,099
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	0
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	0
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	0
Total employer contributions	2018-12-31	128,572
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	62,424
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	37,469
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	37,469
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	37,469
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	62,424
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: RICHARD PORTALUPI, DDS, MSD RETIREMENT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	45,655
Acturial value of plan assets	2017-12-31	45,655
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	41,642
Number of active participants	2017-12-31	3
Total funding liabilities for active participants	2017-12-31	41,758
Total participant count	2017-12-31	3
Total funding target for all participants	2017-12-31	41,758
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	4,803
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	4,803
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	0
Total employer contributions	2017-12-31	65,000
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	63,465
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	57,337
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	53,440
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	0
Additional cash requirement	2017-12-31	53,440
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	63,465
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: RICHARD PORTALUPI, DDS, MSD RETIREMENT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	0
Acturial value of plan assets	2016-12-31	0
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	0
Number of active participants	2016-12-31	2
Total funding liabilities for active participants	2016-12-31	0
Total participant count	2016-12-31	2
Total funding target for all participants	2016-12-31	0
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	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	0
Total employer contributions	2016-12-31	45,711
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	44,462
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	39,659
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	39,659
Additional cash requirement	2016-12-31	39,659
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	44,462
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 RICHARD PORTALUPI, DDS, MSD RETIREMENT PLAN

Measure	Date	Value
2025 : RICHARD PORTALUPI, DDS, MSD RETIREMENT PLAN 2025 401k financial data
Total transfers to/from plan in this plan year	2025-03-19	0
Total liabilities as of the end of the plan year	2025-03-19	0
Total liabilities as of the beginning of the plan year	2025-03-19	0
Total expenses incurred by plan in this plan year	2025-03-19	45034
Net assets as of the end of the plan year	2025-03-19	297930
Total assets as of the beginning of the plan year	2025-03-19	274497
Value of plan covered by a fidelity bond	2025-03-19	45000
Participant contributions to plan in this plan year	2025-03-19	0
Other expenses paid from plan in this plan year	2025-03-19	2640
Other contributions to plan in this plan year	2025-03-19	0
Other income to plan in this plan year	2025-03-19	58467
Plan net income in this plan year	2025-03-19	23433
Net assets as of the end of the plan year	2025-03-19	297930
Net assets as of the beginning of the plan year	2025-03-19	274497
Employer contributions to plan in this plan year	2025-03-19	10000
Expensese paid to adminstrative service provicers from plan in this plan year	2025-03-19	0
2024 : RICHARD PORTALUPI, DDS, MSD RETIREMENT PLAN 2024 401k financial data
Total transfers to/from plan in this plan year	2024-09-20	0
Total liabilities as of the end of the plan year	2024-09-20	0
Total liabilities as of the beginning of the plan year	2024-09-20	0
Total expenses incurred by plan in this plan year	2024-09-20	35414
Net assets as of the end of the plan year	2024-09-20	274497
Total assets as of the beginning of the plan year	2024-09-20	269117
Value of plan covered by a fidelity bond	2024-09-20	45000
Participant contributions to plan in this plan year	2024-09-20	0
Other expenses paid from plan in this plan year	2024-09-20	0
Other contributions to plan in this plan year	2024-09-20	0
Other income to plan in this plan year	2024-09-20	30994
Plan net income in this plan year	2024-09-20	5380
Net assets as of the end of the plan year	2024-09-20	274497
Net assets as of the beginning of the plan year	2024-09-20	269117
Employer contributions to plan in this plan year	2024-09-20	9800
Expensese paid to adminstrative service provicers from plan in this plan year	2024-09-20	2548
2022 : RICHARD PORTALUPI, DDS, MSD RETIREMENT PLAN 2022 401k financial data
Total transfers to/from plan in this plan year	2022-09-14	0
Total liabilities as of the end of the plan year	2022-09-14	0
Total liabilities as of the beginning of the plan year	2022-09-14	0
Total expenses incurred by plan in this plan year	2022-09-14	23684
Net assets as of the end of the plan year	2022-09-14	305526
Total assets as of the beginning of the plan year	2022-09-14	260522
Value of plan covered by a fidelity bond	2022-09-14	45000
Participant contributions to plan in this plan year	2022-09-14	0
Other expenses paid from plan in this plan year	2022-09-14	1974
Other contributions to plan in this plan year	2022-09-14	0
Other income to plan in this plan year	2022-09-14	7638
Plan net income in this plan year	2022-09-14	45004
Net assets as of the end of the plan year	2022-09-14	305526
Net assets as of the beginning of the plan year	2022-09-14	260522
Employer contributions to plan in this plan year	2022-09-14	61050
Expensese paid to adminstrative service provicers from plan in this plan year	2022-09-14	0

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Company Name:	RICHARD PORTALUPI, DDS, MSD A PROFESSIONAL CORPORATION
Employer identification number (EIN):	208266978
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01	M. PAUL TURNER	2017-08-23