GARY L. BALZANO, DDS DEFINED BENEFIT PENSION PLAN 401k Plan overview

GARY L. BALZANO, DDS DEFINED BENEFIT PENSION PLAN Benefits

401k Sponsoring company profile

Company Name:	GARY L. BALZANO, DDS
Employer identification number (EIN):	850291554
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
003	2020-01-01	GARY L. BALZANO, DDS	2020-11-08
003	2019-01-01	GARY L. BALZANO, DDS	2020-04-29
003	2018-01-01	GARY L. BALZANO, DDS	2019-08-01
003	2017-01-01	GARY L. BALZANO, DDS	2018-09-07
003	2016-01-01	GARY L. BALZANO, DDS	2017-10-01
003	2015-01-01	GARY L. BALZANO, DDS	2016-09-13
003	2014-01-01	GARY L. BALZANO, DDS	2015-09-24
003	2013-01-01	GARY L. BALZANO, DDS

Plan Statistics for GARY L. BALZANO, DDS DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2018: GARY L. BALZANO, DDS DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	2,637,858
Acturial value of plan assets	2018-12-31	2,637,858
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	499
Active participant vested funding target	2018-12-31	2,700,020
Number of active participants	2018-12-31	5
Total funding liabilities for active participants	2018-12-31	2,700,020
Total participant count	2018-12-31	6
Total funding target for all participants	2018-12-31	2,700,519
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	52,995
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	52,995
Present value of excess contributions	2018-12-31	205,569
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	205,569
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	62,264
Total employer contributions	2018-12-31	42,065
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	41,322
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	19,442
Net shortfall amortization installment of oustanding balance	2018-12-31	128,530
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	40,424
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	40,424
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	41,322
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: GARY L. BALZANO, DDS DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	2,487,247
Acturial value of plan assets	2017-12-31	2,487,247
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	1
Fundng target for terminated vested participants	2017-12-31	85
Active participant vested funding target	2017-12-31	2,244,935
Number of active participants	2017-12-31	5
Total funding liabilities for active participants	2017-12-31	2,244,935
Total participant count	2017-12-31	6
Total funding target for all participants	2017-12-31	2,245,020
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	77,008
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	26,719
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	50,289
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	52,995
Total employer contributions	2017-12-31	237,642
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	234,592
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	215,161
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	29,023
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	29,023
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	234,592
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: GARY L. BALZANO, DDS DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,925,891
Acturial value of plan assets	2016-12-31	1,925,891
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	3
Fundng target for terminated vested participants	2016-12-31	27,366
Active participant vested funding target	2016-12-31	1,874,704
Number of active participants	2016-12-31	4
Total funding liabilities for active participants	2016-12-31	1,875,899
Total participant count	2016-12-31	7
Total funding target for all participants	2016-12-31	1,903,265
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	78,332
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	78,332
Present value of excess contributions	2016-12-31	14,565
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	14,565
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	77,008
Total employer contributions	2016-12-31	177,160
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	172,801
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	190,247
Net shortfall amortization installment of oustanding balance	2016-12-31	59,026
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	201,131
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	28,330
Additional cash requirement	2016-12-31	172,801
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	172,801
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
2013: GARY L. BALZANO, DDS DEFINED BENEFIT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	6
Total participants	2013-01-01	6

Financial Data on GARY L. BALZANO, DDS DEFINED BENEFIT PENSION PLAN

Form 5500 Responses for GARY L. BALZANO, DDS DEFINED BENEFIT PENSION PLAN

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