401k Plan data: D M R & ASSOCIATES DEFINED BENEFIT PLAN & TRUST plan

D M R & ASSOCIATES DEFINED BENEFIT PLAN & TRUST 401k Plan overview

Plan Name	D M R & ASSOCIATES DEFINED BENEFIT PLAN & TRUST
Plan identification number	001

D M R & ASSOCIATES DEFINED BENEFIT PLAN & TRUST Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Benefits are primarily flat dollar (includes dollars per year of service)
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

D M R & ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name: D M R & ASSOCIATES

Employer identification number (EIN): 752397154

NAIC Classification: 524290

Form 5500 Filing Information

Submission information for form 5500 for 401k plan D M R & ASSOCIATES DEFINED BENEFIT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 DONALD T. RUNGE 2013-10-08 DONALD T. RUNGE 2013-10-08
001 2011-01-01 DONALD T. RUNGE 2012-06-05 DONALD T. RUNGE 2012-06-05
001 2010-01-01 DONALD T. RUNGE 2011-04-19 DONALD T. RUNGE 2011-04-19

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	DONALD T. RUNGE	2013-10-08	DONALD T. RUNGE	2013-10-08
001	2011-01-01	DONALD T. RUNGE	2012-06-05	DONALD T. RUNGE	2012-06-05
001	2010-01-01	DONALD T. RUNGE	2011-04-19	DONALD T. RUNGE	2011-04-19

Plan Statistics for D M R & ASSOCIATES DEFINED BENEFIT PLAN & TRUST

401k plan membership statisitcs for D M R & ASSOCIATES DEFINED BENEFIT PLAN & TRUST

Measure Date Value
2020: D M R & ASSOCIATES DEFINED BENEFIT PLAN & TRUST 2020 401k membership
Market value of plan assets 2020-12-31 2,264,779
Acturial value of plan assets 2020-12-31 2,264,779
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 0
Fundng target for terminated vested participants 2020-12-31 0
Active participant vested funding target 2020-12-31 1,415,017
Number of active participants 2020-12-31 2
Total funding liabilities for active participants 2020-12-31 1,415,017
Total participant count 2020-12-31 2
Total funding target for all participants 2020-12-31 1,415,017
Balance at beginning of prior year after applicable adjustments 2020-12-31 33,439
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 170,113
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 33,439
Amount remaining of prefunding balance 2020-12-31 170,113
Present value of excess contributions 2020-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 0
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 35,138
Balance of prefunding at beginning of current year 2020-12-31 178,755
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 0
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: D M R & ASSOCIATES DEFINED BENEFIT PLAN & TRUST 2019 401k membership
Market value of plan assets 2019-12-31 2,518,452
Acturial value of plan assets 2019-12-31 2,518,452
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 1
Fundng target for terminated vested participants 2019-12-31 190,171
Active participant vested funding target 2019-12-31 1,453,112
Number of active participants 2019-12-31 2
Total funding liabilities for active participants 2019-12-31 1,453,112
Total participant count 2019-12-31 3
Total funding target for all participants 2019-12-31 1,643,283
Balance at beginning of prior year after applicable adjustments 2019-12-31 33,356
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 169,689
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 33,356
Amount remaining of prefunding balance 2019-12-31 169,689
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
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 33,439
Balance of prefunding at beginning of current year 2019-12-31 170,113
Total employer contributions 2019-12-31 0
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 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 0
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 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: D M R & ASSOCIATES DEFINED BENEFIT PLAN & TRUST 2018 401k membership
Market value of plan assets 2018-12-31 2,458,472
Acturial value of plan assets 2018-12-31 2,458,472
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 1,795,066
Number of active participants 2018-12-31 3
Total funding liabilities for active participants 2018-12-31 1,795,066
Total participant count 2018-12-31 3
Total funding target for all participants 2018-12-31 1,795,066
Balance at beginning of prior year after applicable adjustments 2018-12-31 29,129
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 148,187
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 29,129
Amount remaining of prefunding balance 2018-12-31 148,187
Present value of excess contributions 2018-12-31 72,295
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 72,295
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 33,356
Balance of prefunding at beginning of current year 2018-12-31 169,689
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 0
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
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 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: D M R & ASSOCIATES DEFINED BENEFIT PLAN & TRUST 2017 401k membership
Market value of plan assets 2017-12-31 2,370,366
Acturial value of plan assets 2017-12-31 2,370,366
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 1,781,988
Number of active participants 2017-12-31 3
Total funding liabilities for active participants 2017-12-31 1,781,988
Total participant count 2017-12-31 3
Total funding target for all participants 2017-12-31 1,781,988
Balance at beginning of prior year after applicable adjustments 2017-12-31 28,242
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 143,676
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 28,242
Amount remaining of prefunding balance 2017-12-31 143,676
Present value of excess contributions 2017-12-31 80,939
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 80,939
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 29,129
Balance of prefunding at beginning of current year 2017-12-31 148,187
Total employer contributions 2017-12-31 73,815
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 72,295
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 72,295
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: D M R & ASSOCIATES DEFINED BENEFIT PLAN & TRUST 2016 401k membership
Market value of plan assets 2016-12-31 2,129,783
Acturial value of plan assets 2016-12-31 2,129,783
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 2016-12-31 147,842
Active participant vested funding target 2016-12-31 1,428,485
Number of active participants 2016-12-31 2
Total funding liabilities for active participants 2016-12-31 1,428,485
Total participant count 2016-12-31 3
Total funding target for all participants 2016-12-31 1,576,327
Balance at beginning of prior year after applicable adjustments 2016-12-31 15,635
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 281,257
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 15,635
Amount remaining of prefunding balance 2016-12-31 281,257
Present value of excess contributions 2016-12-31 78,556
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 78,556
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 15,255
Balance of prefunding at beginning of current year 2016-12-31 274,422
Total employer contributions 2016-12-31 82,000
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 80,851
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 0
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 80,851
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2020: D M R & ASSOCIATES DEFINED BENEFIT PLAN & TRUST 2020 401k membership
Market value of plan assets	2020-12-31	2,264,779
Acturial value of plan assets	2020-12-31	2,264,779
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	0
Fundng target for terminated vested participants	2020-12-31	0
Active participant vested funding target	2020-12-31	1,415,017
Number of active participants	2020-12-31	2
Total funding liabilities for active participants	2020-12-31	1,415,017
Total participant count	2020-12-31	2
Total funding target for all participants	2020-12-31	1,415,017
Balance at beginning of prior year after applicable adjustments	2020-12-31	33,439
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	170,113
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	33,439
Amount remaining of prefunding balance	2020-12-31	170,113
Present value of excess contributions	2020-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	0
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	35,138
Balance of prefunding at beginning of current year	2020-12-31	178,755
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	0
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: D M R & ASSOCIATES DEFINED BENEFIT PLAN & TRUST 2019 401k membership
Market value of plan assets	2019-12-31	2,518,452
Acturial value of plan assets	2019-12-31	2,518,452
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	1
Fundng target for terminated vested participants	2019-12-31	190,171
Active participant vested funding target	2019-12-31	1,453,112
Number of active participants	2019-12-31	2
Total funding liabilities for active participants	2019-12-31	1,453,112
Total participant count	2019-12-31	3
Total funding target for all participants	2019-12-31	1,643,283
Balance at beginning of prior year after applicable adjustments	2019-12-31	33,356
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	169,689
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	33,356
Amount remaining of prefunding balance	2019-12-31	169,689
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
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	33,439
Balance of prefunding at beginning of current year	2019-12-31	170,113
Total employer contributions	2019-12-31	0
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	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	0
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	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: D M R & ASSOCIATES DEFINED BENEFIT PLAN & TRUST 2018 401k membership
Market value of plan assets	2018-12-31	2,458,472
Acturial value of plan assets	2018-12-31	2,458,472
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	1,795,066
Number of active participants	2018-12-31	3
Total funding liabilities for active participants	2018-12-31	1,795,066
Total participant count	2018-12-31	3
Total funding target for all participants	2018-12-31	1,795,066
Balance at beginning of prior year after applicable adjustments	2018-12-31	29,129
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	148,187
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	29,129
Amount remaining of prefunding balance	2018-12-31	148,187
Present value of excess contributions	2018-12-31	72,295
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	72,295
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	33,356
Balance of prefunding at beginning of current year	2018-12-31	169,689
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	0
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
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	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: D M R & ASSOCIATES DEFINED BENEFIT PLAN & TRUST 2017 401k membership
Market value of plan assets	2017-12-31	2,370,366
Acturial value of plan assets	2017-12-31	2,370,366
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	1,781,988
Number of active participants	2017-12-31	3
Total funding liabilities for active participants	2017-12-31	1,781,988
Total participant count	2017-12-31	3
Total funding target for all participants	2017-12-31	1,781,988
Balance at beginning of prior year after applicable adjustments	2017-12-31	28,242
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	143,676
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	28,242
Amount remaining of prefunding balance	2017-12-31	143,676
Present value of excess contributions	2017-12-31	80,939
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	80,939
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	29,129
Balance of prefunding at beginning of current year	2017-12-31	148,187
Total employer contributions	2017-12-31	73,815
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	72,295
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	72,295
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: D M R & ASSOCIATES DEFINED BENEFIT PLAN & TRUST 2016 401k membership
Market value of plan assets	2016-12-31	2,129,783
Acturial value of plan assets	2016-12-31	2,129,783
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	147,842
Active participant vested funding target	2016-12-31	1,428,485
Number of active participants	2016-12-31	2
Total funding liabilities for active participants	2016-12-31	1,428,485
Total participant count	2016-12-31	3
Total funding target for all participants	2016-12-31	1,576,327
Balance at beginning of prior year after applicable adjustments	2016-12-31	15,635
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	281,257
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	15,635
Amount remaining of prefunding balance	2016-12-31	281,257
Present value of excess contributions	2016-12-31	78,556
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	78,556
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	15,255
Balance of prefunding at beginning of current year	2016-12-31	274,422
Total employer contributions	2016-12-31	82,000
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	80,851
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	0
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	80,851
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	D M R & ASSOCIATES
Employer identification number (EIN):	752397154
NAIC Classification:	524290