401k Plan data: FLOWER MOUND ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST plan

FLOWER MOUND ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST 401k Plan overview

Plan Name	FLOWER MOUND ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST
Plan identification number	002

FLOWER MOUND ORTHODONTICS DEFINED BENEFIT CASH BALANCE 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)
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
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

FLOWER MOUND ORTHODONTICS, P.A. has sponsored the creation of one or more 401k plans.

Company Name: FLOWER MOUND ORTHODONTICS, P.A.

Employer identification number (EIN): 752779130

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FLOWER MOUND ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST

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 WAYNE L. SANKEY, D.D.S. 2023-09-28
002 2021-01-01 WAYNE L. SANKEY, D.D.S. 2022-10-10
002 2021-01-01 WAYNE L. SANKEY, D.D.S. 2022-10-10
002 2020-01-01 WAYNE L. SANKEY, D.D.S. 2021-07-06
002 2019-01-01 WAYNE L. SANKEY, D.D.S. 2020-10-05
002 2018-01-01 WAYNE L. SANKEY, D.D.S. 2019-10-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01
002	2022-01-01	WAYNE L. SANKEY, D.D.S.	2023-09-28
002	2021-01-01	WAYNE L. SANKEY, D.D.S.	2022-10-10
002	2021-01-01	WAYNE L. SANKEY, D.D.S.	2022-10-10
002	2020-01-01	WAYNE L. SANKEY, D.D.S.	2021-07-06
002	2019-01-01	WAYNE L. SANKEY, D.D.S.	2020-10-05
002	2018-01-01	WAYNE L. SANKEY, D.D.S.	2019-10-15

Plan Statistics for FLOWER MOUND ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST

401k plan membership statisitcs for FLOWER MOUND ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST

Measure Date Value
2025: FLOWER MOUND ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST 2025 401k membership
Total number of particpants at beginning of year 2025-09-30 8
Total number of particpants at end of year 2025-09-30 7
2024: FLOWER MOUND ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST 2024 401k membership
Total number of particpants at beginning of year 2024-09-17 5
Total number of particpants at end of year 2024-09-17 8
2022: FLOWER MOUND ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST 2022 401k membership
Market value of plan assets 2022-12-31 402,949
Acturial value of plan assets 2022-12-31 402,949
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 2022-12-31 477,195
Number of active participants 2022-12-31 5
Total funding liabilities for active participants 2022-12-31 477,195
Total participant count 2022-12-31 5
Total funding target for all participants 2022-12-31 477,195
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 39,030
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 39,030
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 2022-12-31 130,000
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 2022-12-31 132,497
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 2022-12-31 113,410
Net shortfall amortization installment of oustanding balance 2022-12-31 74,246
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 120,271
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 2022-12-31 120,271
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 132,497
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
Total number of particpants at beginning of year 2022-10-10 6
Total number of particpants at end of year 2022-10-10 6
2021: FLOWER MOUND ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST 2021 401k membership
Market value of plan assets 2021-12-31 406,720
Acturial value of plan assets 2021-12-31 406,720
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 2021-12-31 342,300
Number of active participants 2021-12-31 6
Total funding liabilities for active participants 2021-12-31 342,300
Total participant count 2021-12-31 6
Total funding target for all participants 2021-12-31 342,300
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 19,850
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 19,850
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 80,100
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 81,929
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 2021-12-31 107,319
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 42,899
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 42,899
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 81,929
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: FLOWER MOUND ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST 2020 401k membership
Market value of plan assets 2020-12-31 252,202
Acturial value of plan assets 2020-12-31 252,202
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 2020-12-31 224,621
Number of active participants 2020-12-31 7
Total funding liabilities for active participants 2020-12-31 225,776
Total participant count 2020-12-31 7
Total funding target for all participants 2020-12-31 225,776
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 0
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 0
Amount remaining of prefunding balance 2020-12-31 0
Present value of excess contributions 2020-12-31 2,733
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 2,733
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 0
Balance of prefunding at beginning of current year 2020-12-31 0
Total employer contributions 2020-12-31 100,000
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 2020-12-31 101,285
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 2020-12-31 107,861
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 81,435
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 81,435
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 101,285
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: FLOWER MOUND ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST 2019 401k membership
Market value of plan assets 2019-12-31 115,246
Acturial value of plan assets 2019-12-31 115,246
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 0
Fundng target for terminated vested participants 2019-12-31 0
Active participant vested funding target 2019-12-31 0
Number of active participants 2019-12-31 8
Total funding liabilities for active participants 2019-12-31 107,239
Total participant count 2019-12-31 8
Total funding target for all participants 2019-12-31 107,239
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 0
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 0
Amount remaining of prefunding balance 2019-12-31 0
Present value of excess contributions 2019-12-31 6,736
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 6,736
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 0
Balance of prefunding at beginning of current year 2019-12-31 0
Total employer contributions 2019-12-31 101,000
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 2019-12-31 100,684
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 2019-12-31 105,958
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 97,951
Additional cash requirement 2019-12-31 97,951
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 100,684
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: FLOWER MOUND ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST 2018 401k membership
Market value of plan assets 2018-12-31 0
Acturial value of plan assets 2018-12-31 0
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 1
Fundng target for terminated vested participants 2018-12-31 0
Active participant vested funding target 2018-12-31 0
Number of active participants 2018-12-31 6
Total funding liabilities for active participants 2018-12-31 0
Total participant count 2018-12-31 7
Total funding target for all participants 2018-12-31 0
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 0
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 0
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 108,600
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 2018-12-31 105,872
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 99,136
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 99,136
Additional cash requirement 2018-12-31 99,136
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 105,872
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0

Measure	Date	Value
2025: FLOWER MOUND ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST 2025 401k membership
Total number of particpants at beginning of year	2025-09-30	8
Total number of particpants at end of year	2025-09-30	7
2024: FLOWER MOUND ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST 2024 401k membership
Total number of particpants at beginning of year	2024-09-17	5
Total number of particpants at end of year	2024-09-17	8
2022: FLOWER MOUND ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST 2022 401k membership
Market value of plan assets	2022-12-31	402,949
Acturial value of plan assets	2022-12-31	402,949
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	477,195
Number of active participants	2022-12-31	5
Total funding liabilities for active participants	2022-12-31	477,195
Total participant count	2022-12-31	5
Total funding target for all participants	2022-12-31	477,195
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	39,030
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	39,030
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	130,000
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	132,497
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	113,410
Net shortfall amortization installment of oustanding balance	2022-12-31	74,246
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	120,271
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	120,271
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	132,497
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
Total number of particpants at beginning of year	2022-10-10	6
Total number of particpants at end of year	2022-10-10	6
2021: FLOWER MOUND ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST 2021 401k membership
Market value of plan assets	2021-12-31	406,720
Acturial value of plan assets	2021-12-31	406,720
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	342,300
Number of active participants	2021-12-31	6
Total funding liabilities for active participants	2021-12-31	342,300
Total participant count	2021-12-31	6
Total funding target for all participants	2021-12-31	342,300
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	19,850
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	19,850
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	80,100
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	81,929
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	107,319
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	42,899
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	42,899
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	81,929
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: FLOWER MOUND ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST 2020 401k membership
Market value of plan assets	2020-12-31	252,202
Acturial value of plan assets	2020-12-31	252,202
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	224,621
Number of active participants	2020-12-31	7
Total funding liabilities for active participants	2020-12-31	225,776
Total participant count	2020-12-31	7
Total funding target for all participants	2020-12-31	225,776
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	0
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	0
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	2,733
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	2,733
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	0
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	100,000
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	101,285
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	107,861
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	81,435
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	81,435
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	101,285
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: FLOWER MOUND ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST 2019 401k membership
Market value of plan assets	2019-12-31	115,246
Acturial value of plan assets	2019-12-31	115,246
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	0
Fundng target for terminated vested participants	2019-12-31	0
Active participant vested funding target	2019-12-31	0
Number of active participants	2019-12-31	8
Total funding liabilities for active participants	2019-12-31	107,239
Total participant count	2019-12-31	8
Total funding target for all participants	2019-12-31	107,239
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	0
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	0
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	6,736
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	6,736
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	0
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	101,000
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	100,684
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	105,958
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	97,951
Additional cash requirement	2019-12-31	97,951
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	100,684
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: FLOWER MOUND ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST 2018 401k membership
Market value of plan assets	2018-12-31	0
Acturial value of plan assets	2018-12-31	0
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	1
Fundng target for terminated vested participants	2018-12-31	0
Active participant vested funding target	2018-12-31	0
Number of active participants	2018-12-31	6
Total funding liabilities for active participants	2018-12-31	0
Total participant count	2018-12-31	7
Total funding target for all participants	2018-12-31	0
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	0
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	0
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	108,600
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	105,872
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	99,136
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	99,136
Additional cash requirement	2018-12-31	99,136
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	105,872
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0

Financial Data on FLOWER MOUND ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST

Measure	Date	Value
2025 : FLOWER MOUND ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST 2025 401k financial data
Total liabilities as of the end of the plan year	2025-09-30	0
Total liabilities as of the beginning of the plan year	2025-09-30	0
Total expenses incurred by plan in this plan year	2025-09-30	5247
Net assets as of the end of the plan year	2025-09-30	943187
Total assets as of the beginning of the plan year	2025-09-30	768026
Value of plan covered by a fidelity bond	2025-09-30	250000
Participant contributions to plan in this plan year	2025-09-30	0
Other expenses paid from plan in this plan year	2025-09-30	0
Other contributions to plan in this plan year	2025-09-30	0
Other income to plan in this plan year	2025-09-30	70408
Plan net income in this plan year	2025-09-30	175161
Net assets as of the end of the plan year	2025-09-30	943187
Net assets as of the beginning of the plan year	2025-09-30	768026
Employer contributions to plan in this plan year	2025-09-30	110000
Expensese paid to adminstrative service provicers from plan in this plan year	2025-09-30	5247
2024 : FLOWER MOUND ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST 2024 401k financial data
Total transfers to/from plan in this plan year	2024-09-17	0
Total liabilities as of the end of the plan year	2024-09-17	0
Total liabilities as of the beginning of the plan year	2024-09-17	0
Total expenses incurred by plan in this plan year	2024-09-17	3775
Net assets as of the end of the plan year	2024-09-17	768026
Total assets as of the beginning of the plan year	2024-09-17	535680
Value of plan covered by a fidelity bond	2024-09-17	250000
Participant contributions to plan in this plan year	2024-09-17	0
Other expenses paid from plan in this plan year	2024-09-17	0
Other contributions to plan in this plan year	2024-09-17	0
Other income to plan in this plan year	2024-09-17	91811
Plan net income in this plan year	2024-09-17	232346
Net assets as of the end of the plan year	2024-09-17	768026
Net assets as of the beginning of the plan year	2024-09-17	535680
Employer contributions to plan in this plan year	2024-09-17	144310
Expensese paid to adminstrative service provicers from plan in this plan year	2024-09-17	3775
2022 : FLOWER MOUND ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-10-10	2626
Net assets as of the end of the plan year	2022-10-10	488648
Total assets as of the beginning of the plan year	2022-10-10	353577
Value of plan covered by a fidelity bond	2022-10-10	250000
Other income to plan in this plan year	2022-10-10	57597
Plan net income in this plan year	2022-10-10	135071
Net assets as of the end of the plan year	2022-10-10	488648
Net assets as of the beginning of the plan year	2022-10-10	353577
Employer contributions to plan in this plan year	2022-10-10	80100
Expensese paid to adminstrative service provicers from plan in this plan year	2022-10-10	2626

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Company Name:	FLOWER MOUND ORTHODONTICS, P.A.
Employer identification number (EIN):	752779130
NAIC Classification:	621210
NAIC Description:	Offices of Dentists