401k Plan data: RICHARD L. BRISCOE, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST plan

RICHARD L. BRISCOE, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST 401k Plan overview

Plan Name	RICHARD L. BRISCOE, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST
Plan identification number	002

RICHARD L. BRISCOE, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily flat dollar (includes dollars per year of service) Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

RICHARD L. BRISCOE, D.D.S., P.A. has sponsored the creation of one or more 401k plans.

Company Name: RICHARD L. BRISCOE, D.D.S., P.A.

Employer identification number (EIN): 480957219

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD L. BRISCOE, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01 RICHARD L. BRISCOE, D.D.S.
002 2015-01-01 RICHARD L. BRISCOE, D.D.S.
002 2014-01-01 RICHARD L. BRISCOE, D.D.S.
002 2013-01-01 RICHARD L. BRISCOE, D.D.S.
002 2012-01-01 RICHARD L. BRISCOE, D.D.S.
002 2011-01-01 RICHARD L. BRISCOE, D.D.S.
002 2009-01-01 RICHARD L. BRISCOE
002 2009-01-01 RICHARD L. BRISCOE
002 2009-01-01 RICHARD L. BRISCOE, D.D.S.

Plan Statistics for RICHARD L. BRISCOE, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST

401k plan membership statisitcs for RICHARD L. BRISCOE, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST

Measure Date Value
2018: RICHARD L. BRISCOE, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST 2018 401k membership
Market value of plan assets 2018-12-31 1,340,677
Acturial value of plan assets 2018-12-31 1,340,677
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 0
Fundng target for terminated vested participants 2018-12-31 0
Active participant vested funding target 2018-12-31 1,323,166
Number of active participants 2018-12-31 8
Total funding liabilities for active participants 2018-12-31 1,323,166
Total participant count 2018-12-31 8
Total funding target for all participants 2018-12-31 1,323,166
Balance at beginning of prior year after applicable adjustments 2018-12-31 1,390
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 110,083
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 1,390
Amount remaining of prefunding balance 2018-12-31 110,083
Present value of excess contributions 2018-12-31 54,450
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 54,450
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 1,578
Balance of prefunding at beginning of current year 2018-12-31 124,966
Total employer contributions 2018-12-31 266,895
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 2018-12-31 259,071
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 2018-12-31 202,223
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 2018-12-31 202,223
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 2018-12-31 202,223
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 259,071
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: RICHARD L. BRISCOE, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST 2017 401k membership
Market value of plan assets 2017-12-31 1,298,355
Acturial value of plan assets 2017-12-31 1,298,355
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 1,165,597
Number of active participants 2017-12-31 7
Total funding liabilities for active participants 2017-12-31 1,176,857
Total participant count 2017-12-31 7
Total funding target for all participants 2017-12-31 1,176,857
Balance at beginning of prior year after applicable adjustments 2017-12-31 52,389
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 108,713
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 51,016
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 1,373
Amount remaining of prefunding balance 2017-12-31 108,713
Present value of excess contributions 2017-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 1,390
Balance of prefunding at beginning of current year 2017-12-31 110,083
Total employer contributions 2017-12-31 56,000
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 54,450
Liquidity shortfalls end of Q1 2017-12-31 0
Liquidity shortfalls end of Q2 2017-12-31 0
Liquidity shortfalls end of Q3 2017-12-31 0
Liquidity shortfalls end of Q4 2017-12-31 0
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 0
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 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 54,450
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
Total participants, beginning-of-year 2017-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 7
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 7
Number of participants with account balances 2017-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: RICHARD L. BRISCOE, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST 2016 401k membership
Market value of plan assets 2016-12-31 1,144,133
Acturial value of plan assets 2016-12-31 1,144,133
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 1,021,095
Number of active participants 2016-12-31 7
Total funding liabilities for active participants 2016-12-31 1,032,306
Total participant count 2016-12-31 7
Total funding target for all participants 2016-12-31 1,032,306
Balance at beginning of prior year after applicable adjustments 2016-12-31 56,822
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 111,558
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 3,062
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 53,760
Amount remaining of prefunding balance 2016-12-31 111,558
Present value of excess contributions 2016-12-31 1,587
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 1,685
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 52,389
Balance of prefunding at beginning of current year 2016-12-31 108,713
Total employer contributions 2016-12-31 0
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 0
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 54,062
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 54,062
Carryover balance elected to use to offset funding requirement 2016-12-31 54,062
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
Total participants, beginning-of-year 2016-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 7
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: RICHARD L. BRISCOE, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 7
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: RICHARD L. BRISCOE, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 7
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: RICHARD L. BRISCOE, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 7
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: RICHARD L. BRISCOE, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 8
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: RICHARD L. BRISCOE, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 9
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 3
Total of all active and inactive participants 2011-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 12
Number of participants with account balances 2011-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 2
2009: RICHARD L. BRISCOE, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 10
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2018: RICHARD L. BRISCOE, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST 2018 401k membership
Market value of plan assets	2018-12-31	1,340,677
Acturial value of plan assets	2018-12-31	1,340,677
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	0
Fundng target for terminated vested participants	2018-12-31	0
Active participant vested funding target	2018-12-31	1,323,166
Number of active participants	2018-12-31	8
Total funding liabilities for active participants	2018-12-31	1,323,166
Total participant count	2018-12-31	8
Total funding target for all participants	2018-12-31	1,323,166
Balance at beginning of prior year after applicable adjustments	2018-12-31	1,390
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	110,083
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	1,390
Amount remaining of prefunding balance	2018-12-31	110,083
Present value of excess contributions	2018-12-31	54,450
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	54,450
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	1,578
Balance of prefunding at beginning of current year	2018-12-31	124,966
Total employer contributions	2018-12-31	266,895
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	259,071
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	202,223
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	202,223
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	202,223
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	259,071
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: RICHARD L. BRISCOE, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST 2017 401k membership
Market value of plan assets	2017-12-31	1,298,355
Acturial value of plan assets	2017-12-31	1,298,355
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	1,165,597
Number of active participants	2017-12-31	7
Total funding liabilities for active participants	2017-12-31	1,176,857
Total participant count	2017-12-31	7
Total funding target for all participants	2017-12-31	1,176,857
Balance at beginning of prior year after applicable adjustments	2017-12-31	52,389
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	108,713
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	51,016
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	1,373
Amount remaining of prefunding balance	2017-12-31	108,713
Present value of excess contributions	2017-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	1,390
Balance of prefunding at beginning of current year	2017-12-31	110,083
Total employer contributions	2017-12-31	56,000
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	54,450
Liquidity shortfalls end of Q1	2017-12-31	0
Liquidity shortfalls end of Q2	2017-12-31	0
Liquidity shortfalls end of Q3	2017-12-31	0
Liquidity shortfalls end of Q4	2017-12-31	0
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	0
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	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	54,450
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
Total participants, beginning-of-year	2017-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	7
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	7
Number of participants with account balances	2017-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: RICHARD L. BRISCOE, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST 2016 401k membership
Market value of plan assets	2016-12-31	1,144,133
Acturial value of plan assets	2016-12-31	1,144,133
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	1,021,095
Number of active participants	2016-12-31	7
Total funding liabilities for active participants	2016-12-31	1,032,306
Total participant count	2016-12-31	7
Total funding target for all participants	2016-12-31	1,032,306
Balance at beginning of prior year after applicable adjustments	2016-12-31	56,822
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	111,558
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	3,062
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	53,760
Amount remaining of prefunding balance	2016-12-31	111,558
Present value of excess contributions	2016-12-31	1,587
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	1,685
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	52,389
Balance of prefunding at beginning of current year	2016-12-31	108,713
Total employer contributions	2016-12-31	0
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	0
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	54,062
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	54,062
Carryover balance elected to use to offset funding requirement	2016-12-31	54,062
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
Total participants, beginning-of-year	2016-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	7
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: RICHARD L. BRISCOE, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	7
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: RICHARD L. BRISCOE, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	7
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: RICHARD L. BRISCOE, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	7
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: RICHARD L. BRISCOE, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	8
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: RICHARD L. BRISCOE, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	9
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	3
Total of all active and inactive participants	2011-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	12
Number of participants with account balances	2011-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	2
2009: RICHARD L. BRISCOE, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	10
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on RICHARD L. BRISCOE, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST

Measure	Date	Value
2017 : RICHARD L. BRISCOE, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$219,035
Expenses. Total of all expenses incurred	2017-12-31	$8,813
Benefits paid (including direct rollovers)	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$1,354,355
Total plan assets at beginning of year	2017-12-31	$1,144,133
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$163,035
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$210,222
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,354,355
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,144,133
Total contributions received or receivable from employer(s)	2017-12-31	$56,000
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$8,813
2016 : RICHARD L. BRISCOE, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$21,938
Expenses. Total of all expenses incurred	2016-12-31	$7,810
Benefits paid (including direct rollovers)	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$1,144,133
Total plan assets at beginning of year	2016-12-31	$1,130,005
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$0
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$21,938
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$14,128
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,144,133
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,130,005
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$45
Total contributions received or receivable from employer(s)	2016-12-31	$0
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$7,810
2015 : RICHARD L. BRISCOE, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$30,654
Expenses. Total of all expenses incurred	2015-12-31	$7,845
Benefits paid (including direct rollovers)	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$1,130,005
Total plan assets at beginning of year	2015-12-31	$1,107,196
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$0
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-19,346
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$22,809
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,130,005
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,107,196
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$1,011
Total contributions received or receivable from employer(s)	2015-12-31	$50,000
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$7,845
2014 : RICHARD L. BRISCOE, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$126,704
Expenses. Total of all expenses incurred	2014-12-31	$43,618
Benefits paid (including direct rollovers)	2014-12-31	$34,183
Total plan assets at end of year	2014-12-31	$1,107,196
Total plan assets at beginning of year	2014-12-31	$1,024,110
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$6,704
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$83,086
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,107,196
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,024,110
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$3,619
Total contributions received or receivable from employer(s)	2014-12-31	$120,000
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$9,435
2013 : RICHARD L. BRISCOE, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$346,359
Expenses. Total of all expenses incurred	2013-12-31	$47,274
Benefits paid (including direct rollovers)	2013-12-31	$39,282
Total plan assets at end of year	2013-12-31	$1,024,110
Total plan assets at beginning of year	2013-12-31	$725,025
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$226,359
Net income (gross income less expenses)	2013-12-31	$299,085
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,024,110
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$725,025
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$4,401
Total contributions received or receivable from employer(s)	2013-12-31	$120,000
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$7,992
2012 : RICHARD L. BRISCOE, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$146,412
Expenses. Total of all expenses incurred	2012-12-31	$33,731
Benefits paid (including direct rollovers)	2012-12-31	$27,204
Total plan assets at end of year	2012-12-31	$725,025
Total plan assets at beginning of year	2012-12-31	$612,344
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$116,412
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$112,681
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$725,025
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$612,344
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$4,525
Total contributions received or receivable from employer(s)	2012-12-31	$30,000
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$6,527
2011 : RICHARD L. BRISCOE, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$57,996
Expenses. Total of all expenses incurred	2011-12-31	$5,567
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$612,344
Total plan assets at beginning of year	2011-12-31	$559,915
Value of fidelity bond covering the plan	2011-12-31	$400,000
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$27,996
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$52,429
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$612,344
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$559,915
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$4,465
Total contributions received or receivable from employer(s)	2011-12-31	$30,000
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$5,567
2010 : RICHARD L. BRISCOE, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$107,018
Expenses. Total of all expenses incurred	2010-12-31	$4,854
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$559,915
Total plan assets at beginning of year	2010-12-31	$457,751
Value of fidelity bond covering the plan	2010-12-31	$400,000
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$77,018
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$102,164
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$559,915
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$457,751
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$4,394
Total contributions received or receivable from employer(s)	2010-12-31	$30,000
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$4,854

Form 5500 Responses for RICHARD L. BRISCOE, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST

2017: RICHARD L. BRISCOE, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: RICHARD L. BRISCOE, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: RICHARD L. BRISCOE, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: RICHARD L. BRISCOE, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: RICHARD L. BRISCOE, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: RICHARD L. BRISCOE, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: RICHARD L. BRISCOE, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: RICHARD L. BRISCOE, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	RICHARD L. BRISCOE, D.D.S., P.A.
Employer identification number (EIN):	480957219
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Plan id#	Filing Submission Date	Name of Administrator
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01	RICHARD L. BRISCOE, D.D.S.
002	2015-01-01	RICHARD L. BRISCOE, D.D.S.
002	2014-01-01	RICHARD L. BRISCOE, D.D.S.
002	2013-01-01	RICHARD L. BRISCOE, D.D.S.
002	2012-01-01	RICHARD L. BRISCOE, D.D.S.
002	2011-01-01	RICHARD L. BRISCOE, D.D.S.
002	2009-01-01	RICHARD L. BRISCOE
002	2009-01-01	RICHARD L. BRISCOE
002	2009-01-01	RICHARD L. BRISCOE, D.D.S.