401k Plan data: PAUL W. KAN, DDS DEFINED BENEFIT PLAN plan

PAUL W. KAN, DDS DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	PAUL W. KAN, DDS DEFINED BENEFIT PLAN
Plan identification number	002

PAUL W. KAN, DDS DEFINED BENEFIT PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related 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

PAUL W. KAN, D.D.S. has sponsored the creation of one or more 401k plans.

Company Name: PAUL W. KAN, D.D.S.

Employer identification number (EIN): 770403676

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PAUL W. KAN, DDS DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 PAUL W. KAN, DDS 2023-10-09 PAUL W. KAN, DDS 2023-10-09
002 2021-01-01 PAUL W. KAN, DDS 2022-08-29 PAUL W. KAN, DDS 2022-08-29
002 2021-01-01 PAUL W. KAN, DDS 2022-10-27 PAUL W. KAN, DDS 2022-10-27
002 2020-01-01 PAUL W. KAN, DDS 2021-10-10 PAUL W. KAN, DDS 2021-10-10
002 2020-01-01 PAUL W. KAN, DDS 2021-10-10 PAUL W. KAN, DDS 2021-10-10
002 2020-01-01 PAUL W. KAN, DDS 2022-10-27 PAUL W. KAN, DDS 2022-10-27
002 2019-01-01 PAUL W. KAN, DDS 2020-04-08 PAUL W. KAN, DDS 2020-04-08
002 2018-01-01 PAUL W. KAN, DDS 2019-09-27 PAUL W. KAN, DDS 2019-09-27
002 2017-01-01
002 2016-01-01 PAUL W. KAN, DDS
002 2015-01-01 PAUL W. KAN, DDS PAUL W. KAN, DDS 2016-07-12
002 2014-01-01 PAUL W. KAN, DDS 2015-10-11
002 2013-01-01 PAUL W. KAN, DDS 2014-05-07 PAUL W. KAN, DDS 2014-05-07
002 2012-01-01 PAUL W. KAN, DDS 2013-05-21 PAUL W. KAN, DDS 2013-05-21
002 2011-01-01 PAUL W. KAN, DDS 2012-05-24 PAUL W. KAN, DDS 2012-05-24

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	PAUL W. KAN, DDS	2023-10-09	PAUL W. KAN, DDS	2023-10-09
002	2021-01-01	PAUL W. KAN, DDS	2022-08-29	PAUL W. KAN, DDS	2022-08-29
002	2021-01-01	PAUL W. KAN, DDS	2022-10-27	PAUL W. KAN, DDS	2022-10-27
002	2020-01-01	PAUL W. KAN, DDS	2021-10-10	PAUL W. KAN, DDS	2021-10-10
002	2020-01-01	PAUL W. KAN, DDS	2021-10-10	PAUL W. KAN, DDS	2021-10-10
002	2020-01-01	PAUL W. KAN, DDS	2022-10-27	PAUL W. KAN, DDS	2022-10-27
002	2019-01-01	PAUL W. KAN, DDS	2020-04-08	PAUL W. KAN, DDS	2020-04-08
002	2018-01-01	PAUL W. KAN, DDS	2019-09-27	PAUL W. KAN, DDS	2019-09-27
002	2017-01-01
002	2016-01-01	PAUL W. KAN, DDS
002	2015-01-01	PAUL W. KAN, DDS		PAUL W. KAN, DDS	2016-07-12
002	2014-01-01	PAUL W. KAN, DDS	2015-10-11
002	2013-01-01	PAUL W. KAN, DDS	2014-05-07	PAUL W. KAN, DDS	2014-05-07
002	2012-01-01	PAUL W. KAN, DDS	2013-05-21	PAUL W. KAN, DDS	2013-05-21
002	2011-01-01	PAUL W. KAN, DDS	2012-05-24	PAUL W. KAN, DDS	2012-05-24

Plan Statistics for PAUL W. KAN, DDS DEFINED BENEFIT PLAN

401k plan membership statisitcs for PAUL W. KAN, DDS DEFINED BENEFIT PLAN

Measure Date Value
2022: PAUL W. KAN, DDS DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets 2022-12-31 5,131,470
Acturial value of plan assets 2022-12-31 5,131,470
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 1
Fundng target for terminated vested participants 2022-12-31 4,204
Active participant vested funding target 2022-12-31 3,603,821
Number of active participants 2022-12-31 3
Total funding liabilities for active participants 2022-12-31 3,603,821
Total participant count 2022-12-31 4
Total funding target for all participants 2022-12-31 3,608,025
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 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 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 0
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 0
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 2022-12-31 651,715
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 0
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
Total participants, beginning-of-year 2022-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 4
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 1
Total of all active and inactive participants 2022-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: PAUL W. KAN, DDS DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets 2021-12-31 4,736,497
Acturial value of plan assets 2021-12-31 4,736,497
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 1
Fundng target for terminated vested participants 2021-12-31 4,608
Active participant vested funding target 2021-12-31 1,911,042
Number of active participants 2021-12-31 3
Total funding liabilities for active participants 2021-12-31 1,911,042
Total participant count 2021-12-31 4
Total funding target for all participants 2021-12-31 1,915,650
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 1,937
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 1,937
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 0
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 0
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 1,745,420
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 0
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
Total participants, beginning-of-year 2021-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 4
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 2
Total of all active and inactive participants 2021-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: PAUL W. KAN, DDS DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets 2020-12-31 4,270,081
Acturial value of plan assets 2020-12-31 4,270,081
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 1,743,990
Number of active participants 2020-12-31 4
Total funding liabilities for active participants 2020-12-31 1,743,990
Total participant count 2020-12-31 4
Total funding target for all participants 2020-12-31 1,743,990
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
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 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 2,000
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 1,937
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 2020-12-31 149,027
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 0
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 1,937
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
Present value of excess contributions 2020-12-31 244,450
Total participants, beginning-of-year 2020-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 5
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 1
Total of all active and inactive participants 2020-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: PAUL W. KAN, DDS DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets 2019-12-31 3,707,247
Acturial value of plan assets 2019-12-31 3,707,247
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 3,289,724
Number of active participants 2019-12-31 4
Total funding liabilities for active participants 2019-12-31 3,290,130
Total participant count 2019-12-31 4
Total funding target for all participants 2019-12-31 3,290,130
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 2019-12-31 198,243
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 198,243
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 2019-12-31 250,000
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 2019-12-31 248,403
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 48,024
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 0
Additional cash requirement 2019-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 248,403
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
Total participants, beginning-of-year 2019-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 4
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: PAUL W. KAN, DDS DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets 2018-12-31 3,276,510
Acturial value of plan assets 2018-12-31 3,276,510
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 2,991,224
Number of active participants 2018-12-31 4
Total funding liabilities for active participants 2018-12-31 2,991,823
Total participant count 2018-12-31 4
Total funding target for all participants 2018-12-31 2,991,823
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
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 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
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 2018-12-31 200,000
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 2018-12-31 198,243
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 91,563
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 0
Additional cash requirement 2018-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 198,243
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
Total participants, beginning-of-year 2018-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 4
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: PAUL W. KAN, DDS DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets 2017-12-31 3,028,336
Acturial value of plan assets 2017-12-31 3,028,336
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 2,525,124
Number of active participants 2017-12-31 4
Total funding liabilities for active participants 2017-12-31 2,525,782
Total participant count 2017-12-31 4
Total funding target for all participants 2017-12-31 2,525,782
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 200,000
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 2017-12-31 195,584
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 2017-12-31 297,624
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 0
Additional cash requirement 2017-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 195,584
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 5
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 5
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 2
2016: PAUL W. KAN, DDS DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets 2016-12-31 2,551,872
Acturial value of plan assets 2016-12-31 2,551,872
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 0
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 2,136,681
Number of active participants 2016-12-31 4
Total funding liabilities for active participants 2016-12-31 2,136,681
Total participant count 2016-12-31 4
Total funding target for all participants 2016-12-31 2,136,681
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 197,952
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 197,952
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 200,000
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 2016-12-31 197,984
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 2016-12-31 231,185
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 0
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 197,984
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 4
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 4
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 1
Total of all active and inactive participants 2016-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: PAUL W. KAN, DDS DEFINED BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 3
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 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1

Measure	Date	Value
2022: PAUL W. KAN, DDS DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets	2022-12-31	5,131,470
Acturial value of plan assets	2022-12-31	5,131,470
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	1
Fundng target for terminated vested participants	2022-12-31	4,204
Active participant vested funding target	2022-12-31	3,603,821
Number of active participants	2022-12-31	3
Total funding liabilities for active participants	2022-12-31	3,603,821
Total participant count	2022-12-31	4
Total funding target for all participants	2022-12-31	3,608,025
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	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	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	0
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	0
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	651,715
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	0
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
Total participants, beginning-of-year	2022-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	4
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	1
Total of all active and inactive participants	2022-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: PAUL W. KAN, DDS DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets	2021-12-31	4,736,497
Acturial value of plan assets	2021-12-31	4,736,497
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	1
Fundng target for terminated vested participants	2021-12-31	4,608
Active participant vested funding target	2021-12-31	1,911,042
Number of active participants	2021-12-31	3
Total funding liabilities for active participants	2021-12-31	1,911,042
Total participant count	2021-12-31	4
Total funding target for all participants	2021-12-31	1,915,650
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	1,937
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	1,937
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	0
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	0
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	1,745,420
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
Total participants, beginning-of-year	2021-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	4
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	2
Total of all active and inactive participants	2021-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: PAUL W. KAN, DDS DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets	2020-12-31	4,270,081
Acturial value of plan assets	2020-12-31	4,270,081
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	1,743,990
Number of active participants	2020-12-31	4
Total funding liabilities for active participants	2020-12-31	1,743,990
Total participant count	2020-12-31	4
Total funding target for all participants	2020-12-31	1,743,990
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
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	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	2,000
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	1,937
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	149,027
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	1,937
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
Present value of excess contributions	2020-12-31	244,450
Total participants, beginning-of-year	2020-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	5
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	1
Total of all active and inactive participants	2020-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: PAUL W. KAN, DDS DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets	2019-12-31	3,707,247
Acturial value of plan assets	2019-12-31	3,707,247
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	3,289,724
Number of active participants	2019-12-31	4
Total funding liabilities for active participants	2019-12-31	3,290,130
Total participant count	2019-12-31	4
Total funding target for all participants	2019-12-31	3,290,130
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	198,243
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	198,243
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	250,000
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	248,403
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	48,024
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	0
Additional cash requirement	2019-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	248,403
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
Total participants, beginning-of-year	2019-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	4
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: PAUL W. KAN, DDS DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	3,276,510
Acturial value of plan assets	2018-12-31	3,276,510
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	2,991,224
Number of active participants	2018-12-31	4
Total funding liabilities for active participants	2018-12-31	2,991,823
Total participant count	2018-12-31	4
Total funding target for all participants	2018-12-31	2,991,823
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
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	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
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	200,000
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	198,243
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	91,563
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	0
Additional cash requirement	2018-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	198,243
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
Total participants, beginning-of-year	2018-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	4
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: PAUL W. KAN, DDS DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	3,028,336
Acturial value of plan assets	2017-12-31	3,028,336
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	2,525,124
Number of active participants	2017-12-31	4
Total funding liabilities for active participants	2017-12-31	2,525,782
Total participant count	2017-12-31	4
Total funding target for all participants	2017-12-31	2,525,782
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	200,000
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	195,584
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	297,624
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	0
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	195,584
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	5
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	5
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	2
2016: PAUL W. KAN, DDS DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	2,551,872
Acturial value of plan assets	2016-12-31	2,551,872
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	2,136,681
Number of active participants	2016-12-31	4
Total funding liabilities for active participants	2016-12-31	2,136,681
Total participant count	2016-12-31	4
Total funding target for all participants	2016-12-31	2,136,681
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	197,952
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	197,952
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	200,000
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	197,984
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	231,185
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	197,984
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	4
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	4
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	1
Total of all active and inactive participants	2016-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: PAUL W. KAN, DDS DEFINED BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	3
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	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1

Financial Data on PAUL W. KAN, DDS DEFINED BENEFIT PLAN

Measure	Date	Value
2022 : PAUL W. KAN, DDS DEFINED BENEFIT PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$394,973
Total plan assets at end of year	2022-12-31	$5,131,470
Total plan assets at beginning of year	2022-12-31	$4,736,497
Value of fidelity bond covering the plan	2022-12-31	$514,000
Other income received	2022-12-31	$394,973
Net income (gross income less expenses)	2022-12-31	$394,973
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$5,131,470
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$4,736,497
Assets. Value of real-estate (other than employer real property)	2022-12-31	$4,291,747
2021 : PAUL W. KAN, DDS DEFINED BENEFIT PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$464,416
Total plan assets at end of year	2021-12-31	$4,736,497
Total plan assets at beginning of year	2021-12-31	$4,272,081
Value of fidelity bond covering the plan	2021-12-31	$474,000
Other income received	2021-12-31	$464,416
Net income (gross income less expenses)	2021-12-31	$464,416
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$4,736,497
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$4,272,081
Assets. Value of real-estate (other than employer real property)	2021-12-31	$3,565,747
2020 : PAUL W. KAN, DDS DEFINED BENEFIT PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$314,834
Total plan assets at end of year	2020-12-31	$4,272,081
Total plan assets at beginning of year	2020-12-31	$3,957,247
Value of fidelity bond covering the plan	2020-12-31	$428,000
Other income received	2020-12-31	$312,834
Net income (gross income less expenses)	2020-12-31	$314,834
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$4,272,081
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,957,247
Assets. Value of real-estate (other than employer real property)	2020-12-31	$3,155,060
Total contributions received or receivable from employer(s)	2020-12-31	$2,000
2019 : PAUL W. KAN, DDS DEFINED BENEFIT PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$480,737
Total plan assets at end of year	2019-12-31	$3,957,247
Total plan assets at beginning of year	2019-12-31	$3,476,510
Value of fidelity bond covering the plan	2019-12-31	$396,000
Total contributions received or receivable from participants	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$230,737
Net income (gross income less expenses)	2019-12-31	$480,737
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,957,247
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,476,510
Assets. Value of real-estate (other than employer real property)	2019-12-31	$2,888,560
Total contributions received or receivable from employer(s)	2019-12-31	$250,000
2018 : PAUL W. KAN, DDS DEFINED BENEFIT PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$248,174
Total plan assets at end of year	2018-12-31	$3,476,510
Total plan assets at beginning of year	2018-12-31	$3,228,336
Value of fidelity bond covering the plan	2018-12-31	$348,000
Other income received	2018-12-31	$48,174
Net income (gross income less expenses)	2018-12-31	$248,174
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,476,510
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,228,336
Assets. Value of real-estate (other than employer real property)	2018-12-31	$2,456,883
Total contributions received or receivable from employer(s)	2018-12-31	$200,000
2017 : PAUL W. KAN, DDS DEFINED BENEFIT PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$478,353
Expenses. Total of all expenses incurred	2017-12-31	$1,889
Benefits paid (including direct rollovers)	2017-12-31	$1,889
Total plan assets at end of year	2017-12-31	$3,228,336
Total plan assets at beginning of year	2017-12-31	$2,751,872
Value of fidelity bond covering the plan	2017-12-31	$323,000
Other income received	2017-12-31	$278,353
Net income (gross income less expenses)	2017-12-31	$476,464
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,228,336
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,751,872
Assets. Value of real-estate (other than employer real property)	2017-12-31	$2,033,943
Total contributions received or receivable from employer(s)	2017-12-31	$200,000
2016 : PAUL W. KAN, DDS DEFINED BENEFIT PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$359,663
Expenses. Total of all expenses incurred	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$2,751,872
Total plan assets at beginning of year	2016-12-31	$2,392,209
Value of fidelity bond covering the plan	2016-12-31	$275,000
Other income received	2016-12-31	$159,663
Net income (gross income less expenses)	2016-12-31	$359,663
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,751,872
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,392,209
Assets. Value of real-estate (other than employer real property)	2016-12-31	$1,889,077
Total contributions received or receivable from employer(s)	2016-12-31	$200,000
2015 : PAUL W. KAN, DDS DEFINED BENEFIT PLAN 2015 401k financial data
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$274,637
Expenses. Total of all expenses incurred	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$2,392,209
Total plan assets at beginning of year	2015-12-31	$2,117,572
Value of fidelity bond covering the plan	2015-12-31	$239,000
Other income received	2015-12-31	$74,637
Net income (gross income less expenses)	2015-12-31	$274,637
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,392,209
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,117,572
Assets. Value of real-estate (other than employer real property)	2015-12-31	$1,810,522
Total contributions received or receivable from employer(s)	2015-12-31	$200,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0

Form 5500 Responses for PAUL W. KAN, DDS DEFINED BENEFIT PLAN

2022: PAUL W. KAN, DDS DEFINED BENEFIT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: PAUL W. KAN, DDS DEFINED BENEFIT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: PAUL W. KAN, DDS DEFINED BENEFIT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PAUL W. KAN, DDS DEFINED BENEFIT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PAUL W. KAN, DDS DEFINED BENEFIT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PAUL W. KAN, DDS DEFINED BENEFIT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PAUL W. KAN, DDS DEFINED BENEFIT PLAN 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: PAUL W. KAN, DDS DEFINED BENEFIT PLAN 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

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Company Name:	PAUL W. KAN, D.D.S.
Employer identification number (EIN):	770403676
NAIC Classification:	621210
NAIC Description:	Offices of Dentists