401k Plan data: KATHERINE A. THOMSON DDS, MS INC. CASH BALANCE PLAN plan

KATHERINE A. THOMSON DDS, MS INC. CASH BALANCE PLAN 401k Plan overview

Plan Name	KATHERINE A. THOMSON DDS, MS INC. CASH BALANCE PLAN
Plan identification number	002

KATHERINE A. THOMSON DDS, MS INC. CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

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.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KATHERINE A. THOMSON DDS, MS INC. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01

Plan Statistics for KATHERINE A. THOMSON DDS, MS INC. CASH BALANCE PLAN

401k plan membership statisitcs for KATHERINE A. THOMSON DDS, MS INC. CASH BALANCE PLAN

Measure Date Value
2025: KATHERINE A. THOMSON DDS, MS INC. CASH BALANCE PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-06-30 4
Total number of particpants at end of year 2025-06-30 3
2024: KATHERINE A. THOMSON DDS, MS INC. CASH BALANCE PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-10-10 3
Total number of particpants at end of year 2024-10-10 4
2022: KATHERINE A. THOMSON DDS, MS INC. CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 405,013
Acturial value of plan assets 2022-12-31 405,013
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 0
Fundng target for terminated vested participants 2022-12-31 0
Active participant vested funding target 2022-12-31 273,614
Number of active participants 2022-12-31 3
Total funding liabilities for active participants 2022-12-31 273,803
Total participant count 2022-12-31 3
Total funding target for all participants 2022-12-31 273,803
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 2022-12-31 173,614
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 173,614
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 2022-12-31 250,000
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 2022-12-31 249,335
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 2022-12-31 167,032
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 35,822
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 35,822
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 249,335
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 2022-10-06 3
Total number of particpants at end of year 2022-10-06 2
2021: KATHERINE A. THOMSON DDS, MS INC. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 192,596
Acturial value of plan assets 2021-12-31 192,596
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 0
Fundng target for terminated vested participants 2021-12-31 0
Active participant vested funding target 2021-12-31 0
Number of active participants 2021-12-31 2
Total funding liabilities for active participants 2021-12-31 126,517
Total participant count 2021-12-31 2
Total funding target for all participants 2021-12-31 126,517
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 49,869
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 49,869
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 0
Total employer contributions 2021-12-31 241,434
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 2021-12-31 234,591
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 2021-12-31 127,056
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 60,977
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 60,977
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 234,591
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: KATHERINE A. THOMSON DDS, MS INC. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 0
Acturial value of plan assets 2020-12-31 0
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 0
Number of active participants 2020-12-31 3
Total funding liabilities for active participants 2020-12-31 0
Total participant count 2020-12-31 3
Total funding target for all participants 2020-12-31 0
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 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 0
Total employer contributions 2020-12-31 171,982
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 2020-12-31 168,313
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 2020-12-31 118,444
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 2020-12-31 118,444
Additional cash requirement 2020-12-31 118,444
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 168,313
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0

Measure	Date	Value
2025: KATHERINE A. THOMSON DDS, MS INC. CASH BALANCE PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-06-30	4
Total number of particpants at end of year	2025-06-30	3
2024: KATHERINE A. THOMSON DDS, MS INC. CASH BALANCE PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-10-10	3
Total number of particpants at end of year	2024-10-10	4
2022: KATHERINE A. THOMSON DDS, MS INC. CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	405,013
Acturial value of plan assets	2022-12-31	405,013
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	0
Fundng target for terminated vested participants	2022-12-31	0
Active participant vested funding target	2022-12-31	273,614
Number of active participants	2022-12-31	3
Total funding liabilities for active participants	2022-12-31	273,803
Total participant count	2022-12-31	3
Total funding target for all participants	2022-12-31	273,803
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	173,614
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	173,614
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	250,000
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	249,335
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	167,032
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	35,822
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	35,822
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	249,335
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	2022-10-06	3
Total number of particpants at end of year	2022-10-06	2
2021: KATHERINE A. THOMSON DDS, MS INC. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	192,596
Acturial value of plan assets	2021-12-31	192,596
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	0
Fundng target for terminated vested participants	2021-12-31	0
Active participant vested funding target	2021-12-31	0
Number of active participants	2021-12-31	2
Total funding liabilities for active participants	2021-12-31	126,517
Total participant count	2021-12-31	2
Total funding target for all participants	2021-12-31	126,517
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	49,869
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	49,869
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	241,434
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	234,591
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	127,056
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	60,977
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	60,977
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	234,591
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: KATHERINE A. THOMSON DDS, MS INC. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	0
Acturial value of plan assets	2020-12-31	0
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	0
Number of active participants	2020-12-31	3
Total funding liabilities for active participants	2020-12-31	0
Total participant count	2020-12-31	3
Total funding target for all participants	2020-12-31	0
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	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	171,982
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	168,313
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	118,444
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	118,444
Additional cash requirement	2020-12-31	118,444
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	168,313
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0

Financial Data on KATHERINE A. THOMSON DDS, MS INC. CASH BALANCE PLAN

Measure	Date	Value
2025 : KATHERINE A. THOMSON DDS, MS INC. CASH BALANCE PLAN 2025 401k financial data
Total liabilities as of the end of the plan year	2025-06-30	0
Total liabilities as of the beginning of the plan year	2025-06-30	0
Total expenses incurred by plan in this plan year	2025-06-30	3981
Net assets as of the end of the plan year	2025-06-30	968503
Total assets as of the beginning of the plan year	2025-06-30	896966
Value of plan covered by a fidelity bond	2025-06-30	120000
Participant contributions to plan in this plan year	2025-06-30	0
Other expenses paid from plan in this plan year	2025-06-30	0
Other contributions to plan in this plan year	2025-06-30	0
Other income to plan in this plan year	2025-06-30	52707
Plan net income in this plan year	2025-06-30	71537
Net assets as of the end of the plan year	2025-06-30	968503
Net assets as of the beginning of the plan year	2025-06-30	896966
Employer contributions to plan in this plan year	2025-06-30	22811
Expensese paid to adminstrative service provicers from plan in this plan year	2025-06-30	2811
2024 : KATHERINE A. THOMSON DDS, MS INC. CASH BALANCE PLAN 2024 401k financial data
Total liabilities as of the end of the plan year	2024-10-10	0
Total liabilities as of the beginning of the plan year	2024-10-10	0
Total expenses incurred by plan in this plan year	2024-10-10	7300
Net assets as of the end of the plan year	2024-10-10	896966
Total assets as of the beginning of the plan year	2024-10-10	510727
Value of plan covered by a fidelity bond	2024-10-10	120000
Participant contributions to plan in this plan year	2024-10-10	0
Other expenses paid from plan in this plan year	2024-10-10	0
Other contributions to plan in this plan year	2024-10-10	0
Other income to plan in this plan year	2024-10-10	68539
Plan net income in this plan year	2024-10-10	386239
Net assets as of the end of the plan year	2024-10-10	896966
Net assets as of the beginning of the plan year	2024-10-10	510727
Employer contributions to plan in this plan year	2024-10-10	325000
Expensese paid to adminstrative service provicers from plan in this plan year	2024-10-10	7300
2022 : KATHERINE A. THOMSON DDS, MS INC. CASH BALANCE PLAN 2022 401k financial data
Total liabilities as of the end of the plan year	2022-10-06	0
Total liabilities as of the beginning of the plan year	2022-10-06	0
Total expenses incurred by plan in this plan year	2022-10-06	0
Net assets as of the end of the plan year	2022-10-06	192596
Total assets as of the beginning of the plan year	2022-10-06	171982
Value of plan covered by a fidelity bond	2022-10-06	20000
Participant contributions to plan in this plan year	2022-10-06	0
Other expenses paid from plan in this plan year	2022-10-06	0
Other contributions to plan in this plan year	2022-10-06	0
Other income to plan in this plan year	2022-10-06	20614
Plan net income in this plan year	2022-10-06	20614
Net assets as of the end of the plan year	2022-10-06	192596
Net assets as of the beginning of the plan year	2022-10-06	171982
Employer contributions to plan in this plan year	2022-10-06	0
Expensese paid to adminstrative service provicers from plan in this plan year	2022-10-06	0

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