401k Plan data: THOMAS H. WILLIAMS III, D.M.D., P.C. DEFINED BENEFIT PENSION PLAN & TRUST plan

THOMAS H. WILLIAMS III, D.M.D., P.C. DEFINED BENEFIT PENSION PLAN & TRUST 401k Plan overview

Plan Name	THOMAS H. WILLIAMS III, D.M.D., P.C. DEFINED BENEFIT PENSION PLAN & TRUST
Plan identification number	002

THOMAS H. WILLIAMS III, D.M.D., P.C. 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

THOMAS H. WILLIAMS III, D.M.D., P.C has sponsored the creation of one or more 401k plans.

Company Name: THOMAS H. WILLIAMS III, D.M.D., P.C

Employer identification number (EIN): 630861269

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THOMAS H. WILLIAMS III, D.M.D., P.C. DEFINED BENEFIT PENSION PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2022-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01 THOMAS H. WILLIAMS III, D.M.D.
002 2014-01-01 THOMAS H. WILLIAMS III, D.M.D.
002 2013-01-01 THOMAS H. WILLIAMS III, D.M.D.
002 2012-01-01 THOMAS H. WILLIAMS III, D.M.D.
002 2011-01-01 THOMAS H. WILLIAMS III, D.M.D.
002 2009-01-01 THOMAS H. WILLIAMS III, D.M.D.
002 2009-01-01 THOMAS H. WILLIAMS III, D.M.D., P.C

Plan Statistics for THOMAS H. WILLIAMS III, D.M.D., P.C. DEFINED BENEFIT PENSION PLAN & TRUST

401k plan membership statisitcs for THOMAS H. WILLIAMS III, D.M.D., P.C. DEFINED BENEFIT PENSION PLAN & TRUST

Measure Date Value
2021: THOMAS H. WILLIAMS III, D.M.D., P.C. DEFINED BENEFIT PENSION PLAN & TRUST 2021 401k membership
Market value of plan assets 2021-12-31 1,911,050
Acturial value of plan assets 2021-12-31 1,911,050
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 7
Fundng target for terminated vested participants 2021-12-31 62,531
Active participant vested funding target 2021-12-31 1,539,890
Number of active participants 2021-12-31 1
Total funding liabilities for active participants 2021-12-31 1,539,890
Total participant count 2021-12-31 8
Total funding target for all participants 2021-12-31 1,602,421
Balance at beginning of prior year after applicable adjustments 2021-12-31 624
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 112,096
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 2021-12-31 624
Amount remaining of prefunding balance 2021-12-31 112,096
Present value of excess contributions 2021-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 0
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 2021-12-31 691
Balance of prefunding at beginning of current year 2021-12-31 124,214
Total employer contributions 2021-12-31 350,000
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 2021-12-31 344,128
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 2021-12-31 358,302
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 181,347
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 2021-12-31 181,347
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 344,128
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: THOMAS H. WILLIAMS III, D.M.D., P.C. DEFINED BENEFIT PENSION PLAN & TRUST 2020 401k membership
Market value of plan assets 2020-12-31 1,740,449
Acturial value of plan assets 2020-12-31 1,740,449
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 6,126
Active participant vested funding target 2020-12-31 1,463,887
Number of active participants 2020-12-31 7
Total funding liabilities for active participants 2020-12-31 1,464,425
Total participant count 2020-12-31 8
Total funding target for all participants 2020-12-31 1,470,551
Balance at beginning of prior year after applicable adjustments 2020-12-31 556
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 99,916
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 2020-12-31 556
Amount remaining of prefunding balance 2020-12-31 99,916
Present value of excess contributions 2020-12-31 130,455
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 130,455
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 624
Balance of prefunding at beginning of current year 2020-12-31 112,096
Total employer contributions 2020-12-31 0
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 0
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 32,162
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: THOMAS H. WILLIAMS III, D.M.D., P.C. DEFINED BENEFIT PENSION PLAN & TRUST 2019 401k membership
Market value of plan assets 2019-12-31 1,378,667
Acturial value of plan assets 2019-12-31 1,378,667
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 2
Fundng target for terminated vested participants 2019-12-31 4,685
Active participant vested funding target 2019-12-31 1,247,906
Number of active participants 2019-12-31 5
Total funding liabilities for active participants 2019-12-31 1,248,262
Total participant count 2019-12-31 7
Total funding target for all participants 2019-12-31 1,252,947
Balance at beginning of prior year after applicable adjustments 2019-12-31 587
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 105,497
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 2019-12-31 587
Amount remaining of prefunding balance 2019-12-31 105,497
Present value of excess contributions 2019-12-31 57,044
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 57,044
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 2019-12-31 556
Balance of prefunding at beginning of current year 2019-12-31 99,916
Total employer contributions 2019-12-31 195,000
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 2019-12-31 194,126
Liquidity shortfalls end of Q1 2019-12-31 0
Liquidity shortfalls end of Q2 2019-12-31 0
Liquidity shortfalls end of Q3 2019-12-31 0
Liquidity shortfalls end of Q4 2019-12-31 0
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 83,543
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 63,671
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 63,671
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 194,126
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: THOMAS H. WILLIAMS III, D.M.D., P.C. DEFINED BENEFIT PENSION PLAN & TRUST 2018 401k membership
Market value of plan assets 2018-12-31 1,170,209
Acturial value of plan assets 2018-12-31 1,170,209
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 2
Fundng target for terminated vested participants 2018-12-31 23,286
Active participant vested funding target 2018-12-31 1,158,554
Number of active participants 2018-12-31 7
Total funding liabilities for active participants 2018-12-31 1,159,675
Total participant count 2018-12-31 9
Total funding target for all participants 2018-12-31 1,182,961
Balance at beginning of prior year after applicable adjustments 2018-12-31 548
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 98,540
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 2018-12-31 548
Amount remaining of prefunding balance 2018-12-31 98,540
Present value of excess contributions 2018-12-31 146,162
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 146,162
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 2018-12-31 587
Balance of prefunding at beginning of current year 2018-12-31 105,497
Total employer contributions 2018-12-31 81,778
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 82,228
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 4,824
Net shortfall amortization installment of oustanding balance 2018-12-31 124,714
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 25,184
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 25,184
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 82,228
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: THOMAS H. WILLIAMS III, D.M.D., P.C. DEFINED BENEFIT PENSION PLAN & TRUST 2017 401k membership
Market value of plan assets 2017-12-31 1,084,440
Acturial value of plan assets 2017-12-31 1,084,440
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 20,346
Active participant vested funding target 2017-12-31 1,029,926
Number of active participants 2017-12-31 7
Total funding liabilities for active participants 2017-12-31 1,032,544
Total participant count 2017-12-31 8
Total funding target for all participants 2017-12-31 1,052,890
Balance at beginning of prior year after applicable adjustments 2017-12-31 522
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 93,785
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 2017-12-31 522
Amount remaining of prefunding balance 2017-12-31 93,785
Present value of excess contributions 2017-12-31 12,836
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 12,836
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 2017-12-31 548
Balance of prefunding at beginning of current year 2017-12-31 98,540
Total employer contributions 2017-12-31 150,000
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 2017-12-31 149,610
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 3,448
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 3,448
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 3,448
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 149,610
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 9
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 1
Total of all active and inactive participants 2017-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: THOMAS H. WILLIAMS III, D.M.D., P.C. DEFINED BENEFIT PENSION PLAN & TRUST 2016 401k membership
Market value of plan assets 2016-12-31 913,022
Acturial value of plan assets 2016-12-31 913,022
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 3
Fundng target for terminated vested participants 2016-12-31 35,817
Active participant vested funding target 2016-12-31 845,171
Number of active participants 2016-12-31 6
Total funding liabilities for active participants 2016-12-31 847,768
Total participant count 2016-12-31 9
Total funding target for all participants 2016-12-31 883,585
Balance at beginning of prior year after applicable adjustments 2016-12-31 543
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 97,591
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 2016-12-31 543
Amount remaining of prefunding balance 2016-12-31 97,591
Present value of excess contributions 2016-12-31 2,618
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 2,618
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 2016-12-31 522
Balance of prefunding at beginning of current year 2016-12-31 93,785
Total employer contributions 2016-12-31 120,000
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 2016-12-31 118,766
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 2016-12-31 105,930
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 2016-12-31 105,930
Additional cash requirement 2016-12-31 105,930
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 118,766
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 9
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 6
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 3
Total of all active and inactive participants 2016-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: THOMAS H. WILLIAMS III, D.M.D., P.C. DEFINED BENEFIT PENSION PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 8
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 1
Total of all active and inactive participants 2015-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: THOMAS H. WILLIAMS III, D.M.D., P.C. DEFINED BENEFIT PENSION PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 6
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
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: THOMAS H. WILLIAMS III, D.M.D., P.C. DEFINED BENEFIT PENSION PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 3
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 2
Total of all active and inactive participants 2013-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: THOMAS H. WILLIAMS III, D.M.D., P.C. DEFINED BENEFIT PENSION PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5
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 2
Total of all active and inactive participants 2012-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 7
Number of participants with account balances 2012-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: THOMAS H. WILLIAMS III, D.M.D., P.C. DEFINED BENEFIT PENSION PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 7
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 1
Total of all active and inactive participants 2011-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2009: THOMAS H. WILLIAMS III, D.M.D., P.C. DEFINED BENEFIT PENSION PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6
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 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 3

Measure	Date	Value
2021: THOMAS H. WILLIAMS III, D.M.D., P.C. DEFINED BENEFIT PENSION PLAN & TRUST 2021 401k membership
Market value of plan assets	2021-12-31	1,911,050
Acturial value of plan assets	2021-12-31	1,911,050
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	7
Fundng target for terminated vested participants	2021-12-31	62,531
Active participant vested funding target	2021-12-31	1,539,890
Number of active participants	2021-12-31	1
Total funding liabilities for active participants	2021-12-31	1,539,890
Total participant count	2021-12-31	8
Total funding target for all participants	2021-12-31	1,602,421
Balance at beginning of prior year after applicable adjustments	2021-12-31	624
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	112,096
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	624
Amount remaining of prefunding balance	2021-12-31	112,096
Present value of excess contributions	2021-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	0
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	691
Balance of prefunding at beginning of current year	2021-12-31	124,214
Total employer contributions	2021-12-31	350,000
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	344,128
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	358,302
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	181,347
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	181,347
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	344,128
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: THOMAS H. WILLIAMS III, D.M.D., P.C. DEFINED BENEFIT PENSION PLAN & TRUST 2020 401k membership
Market value of plan assets	2020-12-31	1,740,449
Acturial value of plan assets	2020-12-31	1,740,449
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	6,126
Active participant vested funding target	2020-12-31	1,463,887
Number of active participants	2020-12-31	7
Total funding liabilities for active participants	2020-12-31	1,464,425
Total participant count	2020-12-31	8
Total funding target for all participants	2020-12-31	1,470,551
Balance at beginning of prior year after applicable adjustments	2020-12-31	556
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	99,916
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	556
Amount remaining of prefunding balance	2020-12-31	99,916
Present value of excess contributions	2020-12-31	130,455
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	130,455
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	624
Balance of prefunding at beginning of current year	2020-12-31	112,096
Total employer contributions	2020-12-31	0
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	0
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	32,162
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: THOMAS H. WILLIAMS III, D.M.D., P.C. DEFINED BENEFIT PENSION PLAN & TRUST 2019 401k membership
Market value of plan assets	2019-12-31	1,378,667
Acturial value of plan assets	2019-12-31	1,378,667
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	2
Fundng target for terminated vested participants	2019-12-31	4,685
Active participant vested funding target	2019-12-31	1,247,906
Number of active participants	2019-12-31	5
Total funding liabilities for active participants	2019-12-31	1,248,262
Total participant count	2019-12-31	7
Total funding target for all participants	2019-12-31	1,252,947
Balance at beginning of prior year after applicable adjustments	2019-12-31	587
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	105,497
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	587
Amount remaining of prefunding balance	2019-12-31	105,497
Present value of excess contributions	2019-12-31	57,044
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	57,044
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	556
Balance of prefunding at beginning of current year	2019-12-31	99,916
Total employer contributions	2019-12-31	195,000
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	194,126
Liquidity shortfalls end of Q1	2019-12-31	0
Liquidity shortfalls end of Q2	2019-12-31	0
Liquidity shortfalls end of Q3	2019-12-31	0
Liquidity shortfalls end of Q4	2019-12-31	0
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	83,543
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	63,671
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	63,671
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	194,126
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: THOMAS H. WILLIAMS III, D.M.D., P.C. DEFINED BENEFIT PENSION PLAN & TRUST 2018 401k membership
Market value of plan assets	2018-12-31	1,170,209
Acturial value of plan assets	2018-12-31	1,170,209
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	2
Fundng target for terminated vested participants	2018-12-31	23,286
Active participant vested funding target	2018-12-31	1,158,554
Number of active participants	2018-12-31	7
Total funding liabilities for active participants	2018-12-31	1,159,675
Total participant count	2018-12-31	9
Total funding target for all participants	2018-12-31	1,182,961
Balance at beginning of prior year after applicable adjustments	2018-12-31	548
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	98,540
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	548
Amount remaining of prefunding balance	2018-12-31	98,540
Present value of excess contributions	2018-12-31	146,162
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	146,162
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	587
Balance of prefunding at beginning of current year	2018-12-31	105,497
Total employer contributions	2018-12-31	81,778
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	82,228
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	4,824
Net shortfall amortization installment of oustanding balance	2018-12-31	124,714
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	25,184
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	25,184
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	82,228
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: THOMAS H. WILLIAMS III, D.M.D., P.C. DEFINED BENEFIT PENSION PLAN & TRUST 2017 401k membership
Market value of plan assets	2017-12-31	1,084,440
Acturial value of plan assets	2017-12-31	1,084,440
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	20,346
Active participant vested funding target	2017-12-31	1,029,926
Number of active participants	2017-12-31	7
Total funding liabilities for active participants	2017-12-31	1,032,544
Total participant count	2017-12-31	8
Total funding target for all participants	2017-12-31	1,052,890
Balance at beginning of prior year after applicable adjustments	2017-12-31	522
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	93,785
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	522
Amount remaining of prefunding balance	2017-12-31	93,785
Present value of excess contributions	2017-12-31	12,836
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	12,836
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	548
Balance of prefunding at beginning of current year	2017-12-31	98,540
Total employer contributions	2017-12-31	150,000
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	149,610
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	3,448
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	3,448
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	3,448
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	149,610
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	9
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	1
Total of all active and inactive participants	2017-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: THOMAS H. WILLIAMS III, D.M.D., P.C. DEFINED BENEFIT PENSION PLAN & TRUST 2016 401k membership
Market value of plan assets	2016-12-31	913,022
Acturial value of plan assets	2016-12-31	913,022
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	3
Fundng target for terminated vested participants	2016-12-31	35,817
Active participant vested funding target	2016-12-31	845,171
Number of active participants	2016-12-31	6
Total funding liabilities for active participants	2016-12-31	847,768
Total participant count	2016-12-31	9
Total funding target for all participants	2016-12-31	883,585
Balance at beginning of prior year after applicable adjustments	2016-12-31	543
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	97,591
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	543
Amount remaining of prefunding balance	2016-12-31	97,591
Present value of excess contributions	2016-12-31	2,618
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	2,618
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	522
Balance of prefunding at beginning of current year	2016-12-31	93,785
Total employer contributions	2016-12-31	120,000
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	118,766
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	105,930
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	105,930
Additional cash requirement	2016-12-31	105,930
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	118,766
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	9
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	6
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	3
Total of all active and inactive participants	2016-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: THOMAS H. WILLIAMS III, D.M.D., P.C. DEFINED BENEFIT PENSION PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	8
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	1
Total of all active and inactive participants	2015-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: THOMAS H. WILLIAMS III, D.M.D., P.C. DEFINED BENEFIT PENSION PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	6
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
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: THOMAS H. WILLIAMS III, D.M.D., P.C. DEFINED BENEFIT PENSION PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	3
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	2
Total of all active and inactive participants	2013-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: THOMAS H. WILLIAMS III, D.M.D., P.C. DEFINED BENEFIT PENSION PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5
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	2
Total of all active and inactive participants	2012-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	7
Number of participants with account balances	2012-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: THOMAS H. WILLIAMS III, D.M.D., P.C. DEFINED BENEFIT PENSION PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	7
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	1
Total of all active and inactive participants	2011-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2009: THOMAS H. WILLIAMS III, D.M.D., P.C. DEFINED BENEFIT PENSION PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6
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	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	3

Financial Data on THOMAS H. WILLIAMS III, D.M.D., P.C. DEFINED BENEFIT PENSION PLAN & TRUST

Measure	Date	Value
2017 : THOMAS H. WILLIAMS III, D.M.D., P.C. 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	$229,163
Expenses. Total of all expenses incurred	2017-12-31	$27,476
Benefits paid (including direct rollovers)	2017-12-31	$20,607
Total plan assets at end of year	2017-12-31	$1,235,454
Total plan assets at beginning of year	2017-12-31	$1,033,767
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	$79,163
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$201,687
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,235,454
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,033,767
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$150,000
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	$6,869
2016 : THOMAS H. WILLIAMS III, D.M.D., P.C. 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	$171,693
Expenses. Total of all expenses incurred	2016-12-31	$7,625
Benefits paid (including direct rollovers)	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$1,033,767
Total plan assets at beginning of year	2016-12-31	$869,699
Value of fidelity bond covering the plan	2016-12-31	$2,000,000
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	$51,693
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$164,068
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,033,767
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$869,699
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$114
Total contributions received or receivable from employer(s)	2016-12-31	$120,000
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	$7,625
2015 : THOMAS H. WILLIAMS III, D.M.D., P.C. 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	$80,732
Expenses. Total of all expenses incurred	2015-12-31	$7,967
Benefits paid (including direct rollovers)	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$869,699
Total plan assets at beginning of year	2015-12-31	$796,934
Value of fidelity bond covering the plan	2015-12-31	$300,000
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	$-22,376
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$72,765
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$869,699
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$796,934
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$2,582
Total contributions received or receivable from employer(s)	2015-12-31	$103,108
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	$7,967
2014 : THOMAS H. WILLIAMS III, D.M.D., P.C. 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	$151,450
Expenses. Total of all expenses incurred	2014-12-31	$11,406
Benefits paid (including direct rollovers)	2014-12-31	$4,597
Total plan assets at end of year	2014-12-31	$796,934
Total plan assets at beginning of year	2014-12-31	$656,890
Value of fidelity bond covering the plan	2014-12-31	$300,000
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	$24,304
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$140,044
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$796,934
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$656,890
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$9,245
Total contributions received or receivable from employer(s)	2014-12-31	$127,146
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	$6,809
2013 : THOMAS H. WILLIAMS III, D.M.D., P.C. 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	$118,173
Expenses. Total of all expenses incurred	2013-12-31	$5,989
Benefits paid (including direct rollovers)	2013-12-31	$574
Total plan assets at end of year	2013-12-31	$656,890
Total plan assets at beginning of year	2013-12-31	$544,706
Value of fidelity bond covering the plan	2013-12-31	$300,000
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	$38,927
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$112,184
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$656,890
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$544,706
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$11,244
Total contributions received or receivable from employer(s)	2013-12-31	$79,246
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	$5,415
2012 : THOMAS H. WILLIAMS III, D.M.D., P.C. 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	$133,638
Expenses. Total of all expenses incurred	2012-12-31	$4,277
Benefits paid (including direct rollovers)	2012-12-31	$463
Total plan assets at end of year	2012-12-31	$544,706
Total plan assets at beginning of year	2012-12-31	$415,345
Value of fidelity bond covering the plan	2012-12-31	$300,000
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	$36,109
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$129,361
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$544,706
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$415,345
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$11,559
Total contributions received or receivable from employer(s)	2012-12-31	$97,529
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	$3,814
2011 : THOMAS H. WILLIAMS III, D.M.D., P.C. 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	$107,881
Expenses. Total of all expenses incurred	2011-12-31	$2,893
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$415,345
Total plan assets at beginning of year	2011-12-31	$310,357
Value of fidelity bond covering the plan	2011-12-31	$300,000
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	$9,603
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$104,988
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$415,345
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$310,357
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$11,407
Total contributions received or receivable from employer(s)	2011-12-31	$98,278
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	$2,893
2010 : THOMAS H. WILLIAMS III, D.M.D., P.C. 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	$83,739
Expenses. Total of all expenses incurred	2010-12-31	$3,530
Benefits paid (including direct rollovers)	2010-12-31	$1,530
Total plan assets at end of year	2010-12-31	$310,357
Total plan assets at beginning of year	2010-12-31	$230,148
Value of fidelity bond covering the plan	2010-12-31	$300,000
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	$23,739
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$80,209
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$310,357
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$230,148
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$11,225
Total contributions received or receivable from employer(s)	2010-12-31	$60,000
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	$2,000

Form 5500 Responses for THOMAS H. WILLIAMS III, D.M.D., P.C. DEFINED BENEFIT PENSION PLAN & TRUST

2017: THOMAS H. WILLIAMS III, D.M.D., P.C. 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: THOMAS H. WILLIAMS III, D.M.D., P.C. 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: THOMAS H. WILLIAMS III, D.M.D., P.C. 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: THOMAS H. WILLIAMS III, D.M.D., P.C. 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: THOMAS H. WILLIAMS III, D.M.D., P.C. 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: THOMAS H. WILLIAMS III, D.M.D., P.C. 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: THOMAS H. WILLIAMS III, D.M.D., P.C. 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: THOMAS H. WILLIAMS III, D.M.D., P.C. 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	Yes
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:	THOMAS H. WILLIAMS III, D.M.D., P.C
Employer identification number (EIN):	630861269
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Plan id#	Filing Submission Date	Name of Administrator
002	2022-01-01
002	2022-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01	THOMAS H. WILLIAMS III, D.M.D.
002	2014-01-01	THOMAS H. WILLIAMS III, D.M.D.
002	2013-01-01	THOMAS H. WILLIAMS III, D.M.D.
002	2012-01-01	THOMAS H. WILLIAMS III, D.M.D.
002	2011-01-01	THOMAS H. WILLIAMS III, D.M.D.
002	2009-01-01	THOMAS H. WILLIAMS III, D.M.D.
002	2009-01-01	THOMAS H. WILLIAMS III, D.M.D., P.C