JOHN C. BRITTON, DDS, P.C. CASH BALANCE PLAN 401k Plan overview

JOHN C. BRITTON, DDS, P.C. CASH BALANCE PLAN Benefits

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2021-01-01

Plan Statistics for JOHN C. BRITTON, DDS, P.C. CASH BALANCE PLAN

Measure	Date	Value
2025: JOHN C. BRITTON, DDS, P.C. CASH BALANCE PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-10-15	3
Total number of particpants at end of year	2025-10-15	3
2024: JOHN C. BRITTON, DDS, P.C. CASH BALANCE PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-10-14	3
Total number of particpants at end of year	2024-10-14	3
2022: JOHN C. BRITTON, DDS, P.C. CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	378,013
Acturial value of plan assets	2022-12-31	378,013
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	0
Fundng target for terminated vested participants	2022-12-31	0
Active participant vested funding target	2022-12-31	341,697
Number of active participants	2022-12-31	3
Total funding liabilities for active participants	2022-12-31	341,697
Total participant count	2022-12-31	3
Total funding target for all participants	2022-12-31	341,697
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	0
Present value of excess contributions	2022-12-31	95,174
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	95,174
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	0
Total employer contributions	2022-12-31	173,516
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	167,521
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	161,922
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	125,606
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	125,606
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	167,521
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: JOHN C. BRITTON, DDS, P.C. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	175,129
Acturial value of plan assets	2021-12-31	175,129
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	0
Fundng target for terminated vested participants	2021-12-31	0
Active participant vested funding target	2021-12-31	0
Number of active participants	2021-12-31	3
Total funding liabilities for active participants	2021-12-31	163,269
Total participant count	2021-12-31	3
Total funding target for all participants	2021-12-31	163,269
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	0
Present value of excess contributions	2021-12-31	12,360
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	12,360
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	250,000
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	241,007
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	157,693
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	145,833
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	145,833
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	241,007
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0

Financial Data on JOHN C. BRITTON, DDS, P.C. CASH BALANCE PLAN

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• JOHN C. HARBECK DDS PC EMPLOYEES PROFIT SHARING PLAN [EIN = 362989298]
• JOHN C. BAAR PROFIT SHARING PLAN [EIN = 520905059]
• JOHN C. KORTENBER OPTOMETRY 401(K) PLAN [EIN = 200049632]
• JOHN C. ALLEN 401(K) PLAN [EIN = 760018272]
• JOHN C. BIGLER, A PROFESSIONAL CORPORATION RETIREMENT PLAN [EIN = 822213573]
• JOHN C. DIGERTT INC. CASH BALANCE PLAN [EIN = 061240137]
• JOHN C. ALLEN, P.C. CASH BALANCE PLAN [EIN = 760018272]
• JOHN C. BAKER, INC. GCF BENEFIT PLAN [EIN = 582209379]
• JOHN C. WILLIS, III, INC. 401(K) PLAN [EIN = 640694913]
• JOHN C. DUNPHY, LLC SOLO 401(K) PLAN [EIN = 843146001]
• JOHN C. GENGO, D.D.S. 401(K) PROFIT SHARING PLAN [EIN = 461397966]
• JOHN C. MCNULTY CUSTOMS BROKER 401(K) PROFIT SHARING PLAN [EIN = 275239445]
• JOHN C. MCNULTY CUSTOMS BROKER DEFINED BENEFIT PENSION PLAN [EIN = 275239445]
• JOHN C. MCNULTY CUSTOMS BROKER 401(K) PROFIT SHARING PLAN [EIN = 275239445]
• JOHN C. MCNULTY CUSTOMS BROKER DEFINED BENEFIT PENSION PLAN [EIN = 275239445]
• JOHN C. WHITE DDS, INC. SOCA BENEFIT PLAN [EIN = 455307640]
• JOHN C. WHITE, DDS, LLC 401(K) PLAN [EIN = 455307640]
• JOHN C. PAWLAK DDS DEFINED BENEFIT PENSION PLAN [EIN = 330154289]

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