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| Plan Name | ROBERT S. OLIVER, D. D. S., INC. CASH BALANCE PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Benefit Pension |
| Plan Features/Benefits |
|
| Company Name: | ROBERT S. OLIVER, D.D.S., INC. |
| Employer identification number (EIN): | 810968543 |
| NAIC Classification: | 621210 |
| NAIC Description: | Offices of Dentists |
Additional information about ROBERT S. OLIVER, D.D.S., INC.
| Jurisdiction of Incorporation: | California Department of State |
| Incorporation Date: | 2015-12-29 |
| Company Identification Number: | C3855289 |
| Legal Registered Office Address: |
7677 Oakport Street, Suite 1140 Oakland United States of America (USA) 94621 |
More information about ROBERT S. OLIVER, D.D.S., INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2023-01-01 | ROBERT S. OLIVER, D.D.S. | 2024-05-04 | ROBERT S. OLIVER, D.D.S. | 2024-05-04 |
| 002 | 2022-01-01 | ROBERT S. OLIVER, D.D.S. | 2023-07-06 | ROBERT S. OLIVER, D.D.S. | 2023-07-06 |
| 002 | 2021-01-01 | ROBERT S. OLIVER, D.D.S. | 2022-04-27 | ROBERT S. OLIVER, D.D.S. | 2022-04-27 |
| 002 | 2021-01-01 | ROBERT S. OLIVER, D.D.S. | 2022-04-27 | ROBERT S. OLIVER, D.D.S. | 2022-04-27 |
| 002 | 2020-01-01 | ROBERT S. OLIVER, D.D.S. | 2021-06-15 | ROBERT S. OLIVER, D.D.S. | 2021-06-15 |
| 002 | 2020-01-01 | ROBERT S. OLIVER, D.D.S. | 2021-06-15 | ROBERT S. OLIVER, D.D.S. | 2021-06-15 |
| 002 | 2018-01-01 | DR ROBERT OLIVER | 2019-05-30 | ROBERT S. OLIVER, D.D.S. | 2019-05-30 |
| 002 | 2017-01-01 | ROBERT S. OLIVER, D.D.S. | 2018-05-10 | ROBERT S. OLIVER, D.D.S. | 2018-05-10 |
| 002 | 2016-01-01 | ROBERT S. OLIVER, D.D.S. | 2017-07-06 | ROBERT S. OLIVER, D.D.S. | 2017-07-06 |
| Measure | Date | Value |
|---|---|---|
| 2025: ROBERT S. OLIVER, D. D. S., INC. CASH BALANCE PLAN 2025 401k membership | ||
| Total number of particpants at beginning of year | 2025-07-25 | 9 |
| Total number of particpants at end of year | 2025-07-25 | 0 |
| 2024: ROBERT S. OLIVER, D. D. S., INC. CASH BALANCE PLAN 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-05-06 | 10 |
| Total number of particpants at end of year | 2024-05-06 | 9 |
| 2022: ROBERT S. OLIVER, D. D. S., INC. CASH BALANCE PLAN 2022 401k membership | ||
| Market value of plan assets | 2022-12-31 | 1,092,341 |
| Acturial value of plan assets | 2022-12-31 | 1,092,341 |
| 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 | 10,926 |
| Active participant vested funding target | 2022-12-31 | 976,649 |
| Number of active participants | 2022-12-31 | 9 |
| Total funding liabilities for active participants | 2022-12-31 | 976,649 |
| Total participant count | 2022-12-31 | 11 |
| Total funding target for all participants | 2022-12-31 | 987,575 |
| 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 | 181,029 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 181,029 |
| 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 | 180,000 |
| 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 | 178,979 |
| 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 | 256,068 |
| 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 | 151,302 |
| 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 | 151,302 |
| Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 178,979 |
| 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 | 2022-04-27 | 10 |
| Total number of particpants at end of year | 2022-04-27 | 11 |
| 2021: ROBERT S. OLIVER, D. D. S., INC. CASH BALANCE PLAN 2021 401k membership | ||
| Market value of plan assets | 2021-12-31 | 1,056,397 |
| Acturial value of plan assets | 2021-12-31 | 1,056,397 |
| Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 0 |
| Number of terminated vested participants | 2021-12-31 | 2 |
| Fundng target for terminated vested participants | 2021-12-31 | 6,366 |
| Active participant vested funding target | 2021-12-31 | 665,496 |
| Number of active participants | 2021-12-31 | 9 |
| Total funding liabilities for active participants | 2021-12-31 | 665,496 |
| Total participant count | 2021-12-31 | 11 |
| Total funding target for all participants | 2021-12-31 | 671,862 |
| 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 | 181,635 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 181,635 |
| 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 | 180,000 |
| 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 | 181,029 |
| 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 | 250,400 |
| 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 | 0 |
| 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 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 181,029 |
| Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
| 2020: ROBERT S. OLIVER, D. D. S., INC. CASH BALANCE PLAN 2020 401k membership | ||
| Market value of plan assets | 2020-12-31 | 779,063 |
| Acturial value of plan assets | 2020-12-31 | 779,063 |
| 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 | 6,066 |
| Active participant vested funding target | 2020-12-31 | 551,425 |
| Number of active participants | 2020-12-31 | 8 |
| Total funding liabilities for active participants | 2020-12-31 | 551,425 |
| Total participant count | 2020-12-31 | 10 |
| Total funding target for all participants | 2020-12-31 | 557,491 |
| 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 | 167,255 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 167,255 |
| 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 | 180,000 |
| 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 | 181,635 |
| 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 | 90,453 |
| Net shortfall amortization installment of oustanding balance | 2020-12-31 | 0 |
| Waiver amortization installment | 2020-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 0 |
| Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 0 |
| Additional cash requirement | 2020-12-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 181,635 |
| Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
| 2019: ROBERT S. OLIVER, D. D. S., INC. CASH BALANCE PLAN 2019 401k membership | ||
| Market value of plan assets | 2019-12-31 | 505,301 |
| Acturial value of plan assets | 2019-12-31 | 505,301 |
| Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 0 |
| Number of terminated vested participants | 2019-12-31 | 2 |
| Fundng target for terminated vested participants | 2019-12-31 | 5,840 |
| Active participant vested funding target | 2019-12-31 | 423,861 |
| Number of active participants | 2019-12-31 | 7 |
| Total funding liabilities for active participants | 2019-12-31 | 423,861 |
| Total participant count | 2019-12-31 | 9 |
| Total funding target for all participants | 2019-12-31 | 429,701 |
| 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 | 31,925 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 31,925 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2019-12-31 | 0 |
| Total employer contributions | 2019-12-31 | 180,000 |
| 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 | 183,005 |
| 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 | 91,350 |
| Net shortfall amortization installment of oustanding balance | 2019-12-31 | 0 |
| Waiver amortization installment | 2019-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 15,750 |
| Carryover balance elected to use to offset funding requirement | 2019-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 0 |
| Additional cash requirement | 2019-12-31 | 15,750 |
| Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 183,005 |
| Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
| 2018: ROBERT S. OLIVER, D. D. S., INC. CASH BALANCE PLAN 2018 401k membership | ||
| Market value of plan assets | 2018-12-31 | 285,787 |
| Acturial value of plan assets | 2018-12-31 | 285,787 |
| Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 0 |
| Number of terminated vested participants | 2018-12-31 | 1 |
| Fundng target for terminated vested participants | 2018-12-31 | 3,991 |
| Active participant vested funding target | 2018-12-31 | 241,772 |
| Number of active participants | 2018-12-31 | 8 |
| Total funding liabilities for active participants | 2018-12-31 | 241,772 |
| Total participant count | 2018-12-31 | 9 |
| Total funding target for all participants | 2018-12-31 | 245,763 |
| Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
| Amount remaining of carryover balance | 2018-12-31 | 0 |
| Amount remaining of prefunding balance | 2018-12-31 | 0 |
| Present value of excess contributions | 2018-12-31 | 79,894 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 79,894 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2018-12-31 | 0 |
| Total employer contributions | 2018-12-31 | 140,000 |
| 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 | 145,537 |
| 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 | 153,636 |
| Net shortfall amortization installment of oustanding balance | 2018-12-31 | 0 |
| Waiver amortization installment | 2018-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 113,612 |
| Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 0 |
| Additional cash requirement | 2018-12-31 | 113,612 |
| Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 145,537 |
| Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
| 2017: ROBERT S. OLIVER, D. D. S., INC. CASH BALANCE PLAN 2017 401k membership | ||
| Market value of plan assets | 2017-12-31 | 161,480 |
| Acturial value of plan assets | 2017-12-31 | 161,480 |
| 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 | 114,274 |
| Number of active participants | 2017-12-31 | 7 |
| Total funding liabilities for active participants | 2017-12-31 | 114,274 |
| Total participant count | 2017-12-31 | 7 |
| Total funding target for all participants | 2017-12-31 | 114,274 |
| 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 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
| Amount remaining of carryover balance | 2017-12-31 | 0 |
| Amount remaining of prefunding balance | 2017-12-31 | 0 |
| Present value of excess contributions | 2017-12-31 | 39,490 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 39,490 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2017-12-31 | 0 |
| Total employer contributions | 2017-12-31 | 140,000 |
| 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 | 144,972 |
| 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 | 112,284 |
| Net shortfall amortization installment of oustanding balance | 2017-12-31 | 0 |
| Waiver amortization installment | 2017-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 65,078 |
| Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 0 |
| Additional cash requirement | 2017-12-31 | 65,078 |
| Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 144,972 |
| Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
| 2016: ROBERT S. OLIVER, D. D. S., INC. CASH BALANCE PLAN 2016 401k membership | ||
| Market value of plan assets | 2016-12-31 | 0 |
| Acturial value of plan assets | 2016-12-31 | 0 |
| 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 | 0 |
| Number of active participants | 2016-12-31 | 8 |
| Total funding liabilities for active participants | 2016-12-31 | 0 |
| Total participant count | 2016-12-31 | 8 |
| Total funding target for all participants | 2016-12-31 | 0 |
| 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 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
| Amount remaining of carryover balance | 2016-12-31 | 0 |
| Amount remaining of prefunding balance | 2016-12-31 | 0 |
| Present value of excess contributions | 2016-12-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2016-12-31 | 0 |
| Total employer contributions | 2016-12-31 | 140,000 |
| 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 | 144,270 |
| 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 | 104,780 |
| Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
| Waiver amortization installment | 2016-12-31 | 0 |
| Waived amount of outstanding balance | 2016-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 104,780 |
| Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
| Additional cash requirement | 2016-12-31 | 104,780 |
| Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 144,270 |
| Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2025 : ROBERT S. OLIVER, D. D. S., INC. CASH BALANCE PLAN 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-07-25 | -28574 |
| Total liabilities as of the end of the plan year | 2025-07-25 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-25 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-25 | 1476610 |
| Net assets as of the end of the plan year | 2025-07-25 | 0 |
| Total assets as of the beginning of the plan year | 2025-07-25 | 1459044 |
| Value of plan covered by a fidelity bond | 2025-07-25 | 1250000 |
| Participant contributions to plan in this plan year | 2025-07-25 | 0 |
| Other expenses paid from plan in this plan year | 2025-07-25 | 0 |
| Other contributions to plan in this plan year | 2025-07-25 | 0 |
| Other income to plan in this plan year | 2025-07-25 | 46140 |
| Plan net income in this plan year | 2025-07-25 | -1430470 |
| Net assets as of the end of the plan year | 2025-07-25 | 0 |
| Net assets as of the beginning of the plan year | 2025-07-25 | 1459044 |
| Employer contributions to plan in this plan year | 2025-07-25 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-25 | 0 |
| 2024 : ROBERT S. OLIVER, D. D. S., INC. CASH BALANCE PLAN 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-05-06 | 0 |
| Total liabilities as of the end of the plan year | 2024-05-06 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-05-06 | 0 |
| Total expenses incurred by plan in this plan year | 2024-05-06 | 8784 |
| Net assets as of the end of the plan year | 2024-05-06 | 1459044 |
| Total assets as of the beginning of the plan year | 2024-05-06 | 1273187 |
| Value of plan covered by a fidelity bond | 2024-05-06 | 1250000 |
| Participant contributions to plan in this plan year | 2024-05-06 | 0 |
| Other expenses paid from plan in this plan year | 2024-05-06 | 0 |
| Other contributions to plan in this plan year | 2024-05-06 | 0 |
| Other income to plan in this plan year | 2024-05-06 | 160641 |
| Plan net income in this plan year | 2024-05-06 | 185857 |
| Net assets as of the end of the plan year | 2024-05-06 | 1459044 |
| Net assets as of the beginning of the plan year | 2024-05-06 | 1273187 |
| Employer contributions to plan in this plan year | 2024-05-06 | 34000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-06 | 0 |
| 2022 : ROBERT S. OLIVER, D. D. S., INC. CASH BALANCE PLAN 2022 401k financial data | ||
| Total transfers to/from plan in this plan year | 2022-04-27 | 0 |
| Total liabilities as of the end of the plan year | 2022-04-27 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-04-27 | 0 |
| Total expenses incurred by plan in this plan year | 2022-04-27 | 0 |
| Net assets as of the end of the plan year | 2022-04-27 | 1238534 |
| Total assets as of the beginning of the plan year | 2022-04-27 | 960698 |
| Value of plan covered by a fidelity bond | 2022-04-27 | 950000 |
| Participant contributions to plan in this plan year | 2022-04-27 | 0 |
| Other expenses paid from plan in this plan year | 2022-04-27 | 0 |
| Other contributions to plan in this plan year | 2022-04-27 | 0 |
| Other income to plan in this plan year | 2022-04-27 | 97836 |
| Plan net income in this plan year | 2022-04-27 | 277836 |
| Net assets as of the end of the plan year | 2022-04-27 | 1238534 |
| Net assets as of the beginning of the plan year | 2022-04-27 | 960698 |
| Employer contributions to plan in this plan year | 2022-04-27 | 180000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-04-27 | 0 |