FRANK W. PATTERSON, JR., D.D.S., P.C. DEFINED BENEFIT PLAN 401k Plan overview

FRANK W. PATTERSON, JR., D.D.S., P.C. DEFINED BENEFIT PLAN Benefits

401k Sponsoring company profile

Company Name:	FRANK W. PATTERSON, JR, DDS, PC
Employer identification number (EIN):	581265853
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
004	2019-01-01	DR. FRANK W. PATTERSON	2020-02-18
004	2018-01-01
004	2017-01-01
004	2016-01-01
004	2015-01-01
004	2014-01-01	FRANK W. PATTERSON, JR.	2015-10-13
004	2013-01-01	FRANK W. PATTERSON, JR.	2014-10-07
004	2012-01-01	FRANK W. PATTERSON, JR.	2013-09-09
004	2011-01-01	FRANK W. PATTERSON, JR.	2012-10-05
004	2010-01-01	FRANK W. PATTERSON, JR.	2011-10-10

Plan Statistics for FRANK W. PATTERSON, JR., D.D.S., P.C. DEFINED BENEFIT PLAN

Measure	Date	Value
2019: FRANK W. PATTERSON, JR., D.D.S., P.C. DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,739,838
Acturial value of plan assets	2019-12-31	1,739,838
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	0
Fundng target for terminated vested participants	2019-12-31	0
Active participant vested funding target	2019-12-31	2,054,300
Number of active participants	2019-12-31	10
Total funding liabilities for active participants	2019-12-31	2,054,300
Total participant count	2019-12-31	10
Total funding target for all participants	2019-12-31	2,054,300
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	3,796
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	3,796
Present value of excess contributions	2019-12-31	0
Total available prior years excess cotributions available 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	4,367
Total employer contributions	2019-12-31	121,592
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	118,353
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	38,959
Net shortfall amortization installment of oustanding balance	2019-12-31	318,829
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	73,449
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	4,367
Additional cash requirement	2019-12-31	69,082
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	118,353
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: FRANK W. PATTERSON, JR., D.D.S., P.C. DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,989,606
Acturial value of plan assets	2018-12-31	1,989,606
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	1
Fundng target for terminated vested participants	2018-12-31	2,103
Active participant vested funding target	2018-12-31	1,845,690
Number of active participants	2018-12-31	8
Total funding liabilities for active participants	2018-12-31	1,845,690
Total participant count	2018-12-31	9
Total funding target for all participants	2018-12-31	1,847,793
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	3,465
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	3,465
Present value of excess contributions	2018-12-31	92,591
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	98,072
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	3,796
Total employer contributions	2018-12-31	0
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	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	69,663
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	0
Additional cash requirement	2018-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: FRANK W. PATTERSON, JR., D.D.S., P.C. DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,732,910
Acturial value of plan assets	2017-12-31	1,732,910
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	1
Fundng target for terminated vested participants	2017-12-31	1,766
Active participant vested funding target	2017-12-31	1,580,915
Number of active participants	2017-12-31	7
Total funding liabilities for active participants	2017-12-31	1,580,915
Total participant count	2017-12-31	8
Total funding target for all participants	2017-12-31	1,582,681
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	3,163
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	3,163
Present value of excess contributions	2017-12-31	137,129
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	145,521
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	3,465
Total employer contributions	2017-12-31	101,632
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	92,591
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	66,270
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
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	92,591
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: FRANK W. PATTERSON, JR., D.D.S., P.C. DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,452,065
Acturial value of plan assets	2016-12-31	1,452,065
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	1
Fundng target for terminated vested participants	2016-12-31	1,545
Active participant vested funding target	2016-12-31	1,394,739
Number of active participants	2016-12-31	7
Total funding liabilities for active participants	2016-12-31	1,394,739
Total participant count	2016-12-31	8
Total funding target for all participants	2016-12-31	1,396,284
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	3,198
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	3,198
Present value of excess contributions	2016-12-31	131,741
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	140,067
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	3,163
Total employer contributions	2016-12-31	195,000
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	147,457
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	62,680
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	10,062
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	10,062
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	147,457
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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