FRANCIS J. FEENEY,D.M.D.,M.D.S.,P.C. DEFINED BENEFIT PENSION PLAN AND TRUST 401k Plan overview

FRANCIS J. FEENEY,D.M.D.,M.D.S.,P.C. DEFINED BENEFIT PENSION PLAN AND TRUST Benefits

401k Sponsoring company profile

Company Name:	FRANCIS J. FEENEY, M.D.S.,P.C.
Employer identification number (EIN):	814698785
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	FRANCIS J. FEENEY	2023-06-05	FRANCIS J. FEENEY	2023-06-05
002	2022-01-01	FRANCIS J. FEENEY	2023-04-26	FRANCIS J. FEENEY	2023-04-26
002	2021-01-01	FRANCIS J. FEENEY	2022-03-22
002	2021-01-01	FRANCIS J. FEENEY	2022-03-22
002	2020-01-01	FRANCIS J. FEENEY	2021-02-23
002	2018-01-01	FRANCIS J. FEENEY	2019-04-24
002	2017-01-01	FRANCIS J. FEENEY	2018-04-02

Plan Statistics for FRANCIS J. FEENEY,D.M.D.,M.D.S.,P.C. DEFINED BENEFIT PENSION PLAN AND TRUST

Measure	Date	Value
2022: FRANCIS J. FEENEY,D.M.D.,M.D.S.,P.C. DEFINED BENEFIT PENSION PLAN AND TRUST 2022 401k membership
Total number of particpants at beginning of year	2022-03-22	5
Total number of particpants at end of year	2022-03-22	6
2021: FRANCIS J. FEENEY,D.M.D.,M.D.S.,P.C. DEFINED BENEFIT PENSION PLAN AND TRUST 2021 401k membership
Market value of plan assets	2021-12-31	742,971
Acturial value of plan assets	2021-12-31	742,971
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	678,157
Number of active participants	2021-12-31	6
Total funding liabilities for active participants	2021-12-31	678,157
Total participant count	2021-12-31	6
Total funding target for all participants	2021-12-31	678,157
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	49,761
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	49,761
Present value of excess contributions	2021-12-31	61,002
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	64,284
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	64,284
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	54,187
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	64,814
Total employer contributions	2021-12-31	400,000
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	382,573
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	206,841
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	206,841
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	206,841
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	382,573
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: FRANCIS J. FEENEY,D.M.D.,M.D.S.,P.C. DEFINED BENEFIT PENSION PLAN AND TRUST 2020 401k membership
Market value of plan assets	2020-12-31	603,465
Acturial value of plan assets	2020-12-31	603,465
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	613,745
Number of active participants	2020-12-31	5
Total funding liabilities for active participants	2020-12-31	613,745
Total participant count	2020-12-31	5
Total funding target for all participants	2020-12-31	613,745
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	12,811
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	12,811
Present value of excess contributions	2020-12-31	33,629
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	35,499
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	35,499
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	49,761
Total employer contributions	2020-12-31	73,081
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	74,388
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	0
Net shortfall amortization installment of oustanding balance	2020-12-31	60,041
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	13,386
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	13,386
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	74,388
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: FRANCIS J. FEENEY,D.M.D.,M.D.S.,P.C. DEFINED BENEFIT PENSION PLAN AND TRUST 2019 401k membership
Market value of plan assets	2019-12-31	508,428
Acturial value of plan assets	2019-12-31	508,428
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	581,790
Number of active participants	2019-12-31	6
Total funding liabilities for active participants	2019-12-31	582,216
Total participant count	2019-12-31	6
Total funding target for all participants	2019-12-31	582,216
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	49,925
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	52,811
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	52,811
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	40,000
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	12,811
Total employer contributions	2019-12-31	52,335
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	49,383
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	0
Net shortfall amortization installment of oustanding balance	2019-12-31	86,599
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	15,754
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	15,754
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	49,383
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: FRANCIS J. FEENEY,D.M.D.,M.D.S.,P.C. DEFINED BENEFIT PENSION PLAN AND TRUST 2018 401k membership
Market value of plan assets	2018-12-31	451,920
Acturial value of plan assets	2018-12-31	451,920
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	2
Fundng target for terminated vested participants	2018-12-31	1,009
Active participant vested funding target	2018-12-31	536,873
Number of active participants	2018-12-31	5
Total funding liabilities for active participants	2018-12-31	537,653
Total participant count	2018-12-31	7
Total funding target for all participants	2018-12-31	538,662
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	13,335
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	13,335
Present value of excess contributions	2018-12-31	56,923
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	60,344
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	60,344
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	73,807
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	67,509
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	64,086
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	0
Net shortfall amortization installment of oustanding balance	2018-12-31	86,742
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	14,161
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	14,161
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	64,086
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: FRANCIS J. FEENEY,D.M.D.,M.D.S.,P.C. DEFINED BENEFIT PENSION PLAN AND TRUST 2017 401k membership
Market value of plan assets	2017-12-31	727,756
Acturial value of plan assets	2017-12-31	727,756
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	2
Fundng target for terminated vested participants	2017-12-31	9,462
Active participant vested funding target	2017-12-31	755,731
Number of active participants	2017-12-31	6
Total funding liabilities for active participants	2017-12-31	756,915
Total participant count	2017-12-31	8
Total funding target for all participants	2017-12-31	766,377
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	154,901
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	141,751
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	13,150
Present value of excess contributions	2017-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	0
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	13,335
Total employer contributions	2017-12-31	68,000
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	65,455
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	0
Net shortfall amortization installment of oustanding balance	2017-12-31	51,956
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	8,532
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	8,532
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	65,455
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0

Financial Data on FRANCIS J. FEENEY,D.M.D.,M.D.S.,P.C. DEFINED BENEFIT PENSION PLAN AND TRUST

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