WILLIAM W. EVANS, D.M.D., M.D. CASH BALANCE PENSION PLAN 401k Plan overview

WILLIAM W. EVANS, D.M.D., M.D. CASH BALANCE PENSION PLAN Benefits

401k Sponsoring company profile

Company Name:	WILLIAM W. EVANS, D.M.D., M.D.
Employer identification number (EIN):	760711515
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01

Plan Statistics for WILLIAM W. EVANS, D.M.D., M.D. CASH BALANCE PENSION PLAN

Measure	Date	Value
2022: WILLIAM W. EVANS, D.M.D., M.D. CASH BALANCE PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	710,887
Acturial value of plan assets	2022-12-31	710,887
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	2
Fundng target for terminated vested participants	2022-12-31	5,604
Active participant vested funding target	2022-12-31	679,024
Number of active participants	2022-12-31	7
Total funding liabilities for active participants	2022-12-31	679,024
Total participant count	2022-12-31	9
Total funding target for all participants	2022-12-31	684,628
Present value of excess contributions	2022-12-31	77,634
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	77,634
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	139,337
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	134,806
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	133,593
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	107,334
Additional cash requirement	2022-12-31	107,334
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	134,806
Unpaid minimum required contributions for current year	2022-12-31	0
2021: WILLIAM W. EVANS, D.M.D., M.D. CASH BALANCE PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	575,304
Acturial value of plan assets	2021-12-31	575,304
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	499,570
Number of active participants	2021-12-31	8
Total funding liabilities for active participants	2021-12-31	499,570
Total participant count	2021-12-31	8
Total funding target for all participants	2021-12-31	499,570
Present value of excess contributions	2021-12-31	87,855
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	87,855
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	160,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	154,782
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	152,882
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	77,148
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	77,148
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	154,782
Unpaid minimum required contributions for current year	2021-12-31	0
2020: WILLIAM W. EVANS, D.M.D., M.D. CASH BALANCE PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	386,594
Acturial value of plan assets	2020-12-31	386,594
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	2
Fundng target for terminated vested participants	2020-12-31	2,167
Active participant vested funding target	2020-12-31	311,075
Number of active participants	2020-12-31	8
Total funding liabilities for active participants	2020-12-31	311,075
Total participant count	2020-12-31	10
Total funding target for all participants	2020-12-31	313,242
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	67,524
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	67,524
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	170,000
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	163,720
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	149,217
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	75,865
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	75,865
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	163,720
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: WILLIAM W. EVANS, D.M.D., M.D. CASH BALANCE PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	162,826
Acturial value of plan assets	2019-12-31	162,826
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	152,187
Number of active participants	2019-12-31	9
Total funding liabilities for active participants	2019-12-31	152,187
Total participant count	2019-12-31	9
Total funding target for all participants	2019-12-31	152,187
Present value of excess contributions	2019-12-31	11,910
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	11,910
Total employer contributions	2019-12-31	211,999
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	204,374
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	147,489
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	136,850
Additional cash requirement	2019-12-31	136,850
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	204,374
Unpaid minimum required contributions for current year	2019-12-31	0
2018: WILLIAM W. EVANS, D.M.D., M.D. CASH BALANCE PENSION PLAN 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	0
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	8
Total funding liabilities for active participants	2018-12-31	0
Total participant count	2018-12-31	8
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
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
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	160,523
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	154,570
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	142,660
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	142,660
Additional cash requirement	2018-12-31	142,660
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	154,570
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0

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