401k Plan data: JOSEPH HUDGINS, D.D.S., M.S. CASH BALANCE PLAN plan

JOSEPH HUDGINS, D.D.S., M.S. CASH BALANCE PLAN 401k Plan overview

Plan Name	JOSEPH HUDGINS, D.D.S., M.S. CASH BALANCE PLAN
Plan identification number	003

JOSEPH HUDGINS, D.D.S., M.S. CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

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

401k Sponsoring company profile

JOSEPH HUDGINS ORTHODONTICS, LLC has sponsored the creation of one or more 401k plans.

Company Name: JOSEPH HUDGINS ORTHODONTICS, LLC

Employer identification number (EIN): 461673367

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOSEPH HUDGINS, D.D.S., M.S. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01 JOSEPH HUDGINS 2023-09-21
003 2021-01-01 JOSEPH HUDGINS 2022-10-12 JOSEPH HUDGINS 2022-10-12
003 2020-01-01 JOSEPH HUDGINS 2021-10-12 JOSEPH HUDGINS 2021-10-12
003 2019-01-01 JOSEPH HUDGINS 2020-10-13
003 2018-01-01 JOSEPH HUDGINS 2019-10-07 JOSEPH HUDGINS 2019-10-07
003 2017-01-01 JOSEPH HUDGINS 2018-10-09 JOSEPH HUDGINS 2018-10-09
003 2016-01-01 JOSEPH HUDGINS 2017-10-16 JOSEPH HUDGINS 2017-10-16
003 2015-01-01 JOSEPH HUDGINS 2016-10-14 JOSEPH HUDGINS 2016-10-14
003 2014-01-01 JOSEPH HUDGINS 2015-09-15 JOSEPH HUDGINS 2015-09-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2022-01-01	JOSEPH HUDGINS	2023-09-21
003	2021-01-01	JOSEPH HUDGINS	2022-10-12	JOSEPH HUDGINS	2022-10-12
003	2020-01-01	JOSEPH HUDGINS	2021-10-12	JOSEPH HUDGINS	2021-10-12
003	2019-01-01	JOSEPH HUDGINS	2020-10-13
003	2018-01-01	JOSEPH HUDGINS	2019-10-07	JOSEPH HUDGINS	2019-10-07
003	2017-01-01	JOSEPH HUDGINS	2018-10-09	JOSEPH HUDGINS	2018-10-09
003	2016-01-01	JOSEPH HUDGINS	2017-10-16	JOSEPH HUDGINS	2017-10-16
003	2015-01-01	JOSEPH HUDGINS	2016-10-14	JOSEPH HUDGINS	2016-10-14
003	2014-01-01	JOSEPH HUDGINS	2015-09-15	JOSEPH HUDGINS	2015-09-15

Plan Statistics for JOSEPH HUDGINS, D.D.S., M.S. CASH BALANCE PLAN

401k plan membership statisitcs for JOSEPH HUDGINS, D.D.S., M.S. CASH BALANCE PLAN

Measure Date Value
2022: JOSEPH HUDGINS, D.D.S., M.S. CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 1,326,483
Acturial value of plan assets 2022-12-31 1,326,483
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 1
Fundng target for terminated vested participants 2022-12-31 13,208
Active participant vested funding target 2022-12-31 912,937
Number of active participants 2022-12-31 9
Total funding liabilities for active participants 2022-12-31 912,937
Total participant count 2022-12-31 10
Total funding target for all participants 2022-12-31 926,145
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 262,317
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 2022-12-31 262,317
Present value of excess contributions 2022-12-31 12,044
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 12,632
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 2022-12-31 303,186
Total employer contributions 2022-12-31 0
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 0
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 49,894
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: JOSEPH HUDGINS, D.D.S., M.S. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 1,103,771
Acturial value of plan assets 2021-12-31 1,103,771
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 11,884
Active participant vested funding target 2021-12-31 825,240
Number of active participants 2021-12-31 8
Total funding liabilities for active participants 2021-12-31 825,240
Total participant count 2021-12-31 9
Total funding target for all participants 2021-12-31 837,124
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 244,152
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 2021-12-31 244,152
Present value of excess contributions 2021-12-31 2,493
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 2,625
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 2021-12-31 262,317
Total employer contributions 2021-12-31 55,925
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 51,570
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 43,856
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 39,526
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 39,526
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 51,570
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: JOSEPH HUDGINS, D.D.S., M.S. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 984,250
Acturial value of plan assets 2020-12-31 984,250
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 10,263
Active participant vested funding target 2020-12-31 723,160
Number of active participants 2020-12-31 7
Total funding liabilities for active participants 2020-12-31 723,160
Total participant count 2020-12-31 8
Total funding target for all participants 2020-12-31 733,423
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 267,979
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 2020-12-31 267,979
Present value of excess contributions 2020-12-31 2,806
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 2,958
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 70,000
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 244,152
Total employer contributions 2020-12-31 48,777
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 43,098
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 47,280
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 40,605
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 40,605
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 43,098
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: JOSEPH HUDGINS, D.D.S., M.S. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 799,015
Acturial value of plan assets 2019-12-31 799,015
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 1,450
Active participant vested funding target 2019-12-31 642,418
Number of active participants 2019-12-31 9
Total funding liabilities for active participants 2019-12-31 642,418
Total participant count 2019-12-31 10
Total funding target for all participants 2019-12-31 643,868
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 282,648
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 2019-12-31 282,648
Present value of excess contributions 2019-12-31 4,712
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 4,712
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 2019-12-31 267,979
Total employer contributions 2019-12-31 55,934
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 49,299
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 46,493
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 46,493
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 46,493
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 49,299
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: JOSEPH HUDGINS, D.D.S., M.S. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 781,733
Acturial value of plan assets 2018-12-31 781,733
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 2018-12-31 556,532
Number of active participants 2018-12-31 10
Total funding liabilities for active participants 2018-12-31 556,532
Total participant count 2018-12-31 10
Total funding target for all participants 2018-12-31 556,532
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 246,252
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 2018-12-31 246,252
Present value of excess contributions 2018-12-31 8,936
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 9,450
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 2018-12-31 282,648
Total employer contributions 2018-12-31 55,983
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 49,551
Liquidity shortfalls end of Q1 2018-12-31 0
Liquidity shortfalls end of Q2 2018-12-31 0
Liquidity shortfalls end of Q3 2018-12-31 0
Liquidity shortfalls end of Q4 2018-12-31 0
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 44,839
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 44,839
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 44,839
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 49,551
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: JOSEPH HUDGINS, D.D.S., M.S. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 637,343
Acturial value of plan assets 2017-12-31 637,343
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 2017-12-31 430,129
Number of active participants 2017-12-31 10
Total funding liabilities for active participants 2017-12-31 430,129
Total participant count 2017-12-31 10
Total funding target for all participants 2017-12-31 430,129
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 230,551
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 2017-12-31 230,551
Present value of excess contributions 2017-12-31 11,389
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 12,067
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 2017-12-31 246,252
Total employer contributions 2017-12-31 55,443
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 49,036
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 40,100
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 40,100
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 40,100
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 49,036
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: JOSEPH HUDGINS, D.D.S., M.S. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 553,095
Acturial value of plan assets 2016-12-31 553,095
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 2
Fundng target for terminated vested participants 2016-12-31 2,681
Active participant vested funding target 2016-12-31 366,858
Number of active participants 2016-12-31 8
Total funding liabilities for active participants 2016-12-31 366,858
Total participant count 2016-12-31 10
Total funding target for all participants 2016-12-31 369,539
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 213,284
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 2016-12-31 213,284
Present value of excess contributions 2016-12-31 20,681
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 21,959
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 21,959
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 2016-12-31 230,551
Total employer contributions 2016-12-31 56,245
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 49,547
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 38,158
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 38,158
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 38,158
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 49,547
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
2022: JOSEPH HUDGINS, D.D.S., M.S. CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	1,326,483
Acturial value of plan assets	2022-12-31	1,326,483
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	1
Fundng target for terminated vested participants	2022-12-31	13,208
Active participant vested funding target	2022-12-31	912,937
Number of active participants	2022-12-31	9
Total funding liabilities for active participants	2022-12-31	912,937
Total participant count	2022-12-31	10
Total funding target for all participants	2022-12-31	926,145
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	262,317
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	262,317
Present value of excess contributions	2022-12-31	12,044
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	12,632
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	303,186
Total employer contributions	2022-12-31	0
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	0
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	49,894
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: JOSEPH HUDGINS, D.D.S., M.S. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	1,103,771
Acturial value of plan assets	2021-12-31	1,103,771
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	11,884
Active participant vested funding target	2021-12-31	825,240
Number of active participants	2021-12-31	8
Total funding liabilities for active participants	2021-12-31	825,240
Total participant count	2021-12-31	9
Total funding target for all participants	2021-12-31	837,124
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	244,152
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	244,152
Present value of excess contributions	2021-12-31	2,493
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	2,625
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	262,317
Total employer contributions	2021-12-31	55,925
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	51,570
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	43,856
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	39,526
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	39,526
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	51,570
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: JOSEPH HUDGINS, D.D.S., M.S. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	984,250
Acturial value of plan assets	2020-12-31	984,250
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	10,263
Active participant vested funding target	2020-12-31	723,160
Number of active participants	2020-12-31	7
Total funding liabilities for active participants	2020-12-31	723,160
Total participant count	2020-12-31	8
Total funding target for all participants	2020-12-31	733,423
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	267,979
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	267,979
Present value of excess contributions	2020-12-31	2,806
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	2,958
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	70,000
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	244,152
Total employer contributions	2020-12-31	48,777
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	43,098
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	47,280
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	40,605
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	40,605
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	43,098
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: JOSEPH HUDGINS, D.D.S., M.S. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	799,015
Acturial value of plan assets	2019-12-31	799,015
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	1,450
Active participant vested funding target	2019-12-31	642,418
Number of active participants	2019-12-31	9
Total funding liabilities for active participants	2019-12-31	642,418
Total participant count	2019-12-31	10
Total funding target for all participants	2019-12-31	643,868
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	282,648
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	282,648
Present value of excess contributions	2019-12-31	4,712
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	4,712
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	267,979
Total employer contributions	2019-12-31	55,934
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	49,299
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	46,493
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	46,493
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	46,493
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	49,299
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: JOSEPH HUDGINS, D.D.S., M.S. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	781,733
Acturial value of plan assets	2018-12-31	781,733
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	556,532
Number of active participants	2018-12-31	10
Total funding liabilities for active participants	2018-12-31	556,532
Total participant count	2018-12-31	10
Total funding target for all participants	2018-12-31	556,532
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	246,252
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	246,252
Present value of excess contributions	2018-12-31	8,936
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	9,450
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	282,648
Total employer contributions	2018-12-31	55,983
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	49,551
Liquidity shortfalls end of Q1	2018-12-31	0
Liquidity shortfalls end of Q2	2018-12-31	0
Liquidity shortfalls end of Q3	2018-12-31	0
Liquidity shortfalls end of Q4	2018-12-31	0
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	44,839
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	44,839
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	44,839
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	49,551
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: JOSEPH HUDGINS, D.D.S., M.S. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	637,343
Acturial value of plan assets	2017-12-31	637,343
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	430,129
Number of active participants	2017-12-31	10
Total funding liabilities for active participants	2017-12-31	430,129
Total participant count	2017-12-31	10
Total funding target for all participants	2017-12-31	430,129
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	230,551
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	230,551
Present value of excess contributions	2017-12-31	11,389
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	12,067
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	246,252
Total employer contributions	2017-12-31	55,443
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	49,036
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	40,100
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	40,100
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	40,100
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	49,036
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: JOSEPH HUDGINS, D.D.S., M.S. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	553,095
Acturial value of plan assets	2016-12-31	553,095
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	2
Fundng target for terminated vested participants	2016-12-31	2,681
Active participant vested funding target	2016-12-31	366,858
Number of active participants	2016-12-31	8
Total funding liabilities for active participants	2016-12-31	366,858
Total participant count	2016-12-31	10
Total funding target for all participants	2016-12-31	369,539
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	213,284
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	213,284
Present value of excess contributions	2016-12-31	20,681
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	21,959
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	21,959
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	230,551
Total employer contributions	2016-12-31	56,245
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	49,547
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	38,158
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	38,158
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	38,158
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	49,547
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	JOSEPH HUDGINS ORTHODONTICS, LLC
Employer identification number (EIN):	461673367
NAIC Classification:	621210
NAIC Description:	Offices of Dentists