401k Plan data: LIGHT & CONFORTI, DMDS, LLC CASH BALANCE PLAN plan

LIGHT & CONFORTI, DMDS, LLC CASH BALANCE PLAN 401k Plan overview

Plan Name	LIGHT & CONFORTI, DMDS, LLC CASH BALANCE PLAN
Plan identification number	002

LIGHT & CONFORTI, DMDS, LLC 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).
Plan covering Self-Employed individuals.
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

CHAMPAGNE & LIGHT, LLC has sponsored the creation of one or more 401k plans.

Company Name: CHAMPAGNE & LIGHT, LLC

Employer identification number (EIN): 050444974

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIGHT & CONFORTI, DMDS, LLC 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 GARY D LIGHT, DMD 2023-11-15
002 2022-01-01 GARY D. LIGHT, DMD 2023-04-18
002 2021-01-01 GARY D. LIGHT, DMD 2022-03-16
002 2020-01-01 GARY D. LIGHT, DMD 2021-02-11
002 2019-01-01
002 2018-01-01 GARY D. LIGHT, DMD
002 2017-01-01 GARY D. LIGHT, DMD
002 2016-01-01 GARY D. LIGHT, DMD
002 2015-01-01 GARY D. LIGHT, DMD
002 2014-01-01 GARY D. LIGHT, DMD
002 2013-01-01 GARY D. LIGHT, DMD

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	GARY D LIGHT, DMD	2023-11-15
002	2022-01-01	GARY D. LIGHT, DMD	2023-04-18
002	2021-01-01	GARY D. LIGHT, DMD	2022-03-16
002	2020-01-01	GARY D. LIGHT, DMD	2021-02-11
002	2019-01-01
002	2018-01-01	GARY D. LIGHT, DMD
002	2017-01-01	GARY D. LIGHT, DMD
002	2016-01-01	GARY D. LIGHT, DMD
002	2015-01-01	GARY D. LIGHT, DMD
002	2014-01-01	GARY D. LIGHT, DMD
002	2013-01-01	GARY D. LIGHT, DMD

Plan Statistics for LIGHT & CONFORTI, DMDS, LLC CASH BALANCE PLAN

401k plan membership statisitcs for LIGHT & CONFORTI, DMDS, LLC CASH BALANCE PLAN

Measure Date Value
2023: LIGHT & CONFORTI, DMDS, LLC CASH BALANCE PLAN 2023 401k membership
Market value of plan assets 2023-10-31 454,174
Acturial value of plan assets 2023-10-31 454,174
Funding target for retired participants and beneficiaries receiving payment 2023-10-31 0
Number of terminated vested participants 2023-10-31 2
Fundng target for terminated vested participants 2023-10-31 1,243
Active participant vested funding target 2023-10-31 468,197
Number of active participants 2023-10-31 15
Total funding liabilities for active participants 2023-10-31 468,197
Total participant count 2023-10-31 17
Total funding target for all participants 2023-10-31 469,440
Balance at beginning of prior year after applicable adjustments 2023-10-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2023-10-31 154,199
Prefunding balanced used to offset prior years funding requirement 2023-10-31 27,937
Amount remaining of carryover balance 2023-10-31 0
Amount remaining of prefunding balance 2023-10-31 126,262
Present value of excess contributions 2023-10-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2023-10-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2023-10-31 0
Reductions in caryover balances due to elections or deemed elections 2023-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2023-10-31 33,261
Balance of carryovers at beginning of current year 2023-10-31 0
Balance of prefunding at beginning of current year 2023-10-31 72,887
Total employer contributions 2023-10-31 6,907
Total employee contributions 2023-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2023-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2023-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2023-10-31 6,635
Unpaid minimum required contributions for all prior years 2023-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2023-10-31 0
Remaining amount of unpaid minimum required contributions 2023-10-31 0
Minimum required contributions for current year target normal cost 2023-10-31 0
Net shortfall amortization installment of oustanding balance 2023-10-31 88,153
Waiver amortization installment 2023-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2023-10-31 2,691
Carryover balance elected to use to offset funding requirement 2023-10-31 0
Prefunding balance elected to use to offset funding requirement 2023-10-31 0
Additional cash requirement 2023-10-31 2,691
Contributions allocatedtoward minimum required contributions for current year 2023-10-31 6,635
Unpaid minimum required contributions for current year 2023-10-31 0
Unpaid minimum required contributions for all years 2023-10-31 0
2022: LIGHT & CONFORTI, DMDS, LLC CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 523,095
Acturial value of plan assets 2022-12-31 523,095
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 3
Fundng target for terminated vested participants 2022-12-31 8,450
Active participant vested funding target 2022-12-31 357,112
Number of active participants 2022-12-31 13
Total funding liabilities for active participants 2022-12-31 357,112
Total participant count 2022-12-31 16
Total funding target for all participants 2022-12-31 365,562
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 77,215
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 77,215
Present value of excess contributions 2022-12-31 64,982
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 68,653
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 68,653
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 2022-12-31 154,199
Total employer contributions 2022-12-31 14,800
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 14,144
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 45,415
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 42,081
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 27,937
Additional cash requirement 2022-12-31 14,144
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 14,144
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: LIGHT & CONFORTI, DMDS, LLC CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 407,340
Acturial value of plan assets 2021-12-31 407,340
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 7,164
Active participant vested funding target 2021-12-31 284,501
Number of active participants 2021-12-31 11
Total funding liabilities for active participants 2021-12-31 285,501
Total participant count 2021-12-31 13
Total funding target for all participants 2021-12-31 292,665
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 79,329
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 11,400
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 67,929
Present value of excess contributions 2021-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 0
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 77,215
Total employer contributions 2021-12-31 68,200
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 66,899
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 39,377
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 1,917
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 1,917
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 66,899
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: LIGHT & CONFORTI, DMDS, LLC CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 330,933
Acturial value of plan assets 2020-12-31 330,933
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 1
Fundng target for terminated vested participants 2020-12-31 189
Active participant vested funding target 2020-12-31 252,493
Number of active participants 2020-12-31 12
Total funding liabilities for active participants 2020-12-31 252,493
Total participant count 2020-12-31 13
Total funding target for all participants 2020-12-31 252,682
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 67,928
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 67,928
Present value of excess contributions 2020-12-31 1,089
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 1,151
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 1,151
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 79,329
Total employer contributions 2020-12-31 29,800
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 28,596
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 38,964
Net shortfall amortization installment of oustanding balance 2020-12-31 1,078
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 39,996
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 11,400
Additional cash requirement 2020-12-31 28,596
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 28,596
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: LIGHT & CONFORTI, DMDS, LLC CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 245,192
Acturial value of plan assets 2019-12-31 245,192
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 3
Fundng target for terminated vested participants 2019-12-31 9,126
Active participant vested funding target 2019-12-31 212,343
Number of active participants 2019-12-31 8
Total funding liabilities for active participants 2019-12-31 212,343
Total participant count 2019-12-31 11
Total funding target for all participants 2019-12-31 221,469
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 25,144
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 25,144
Present value of excess contributions 2019-12-31 44,640
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 47,265
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 47,265
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 2,218
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 67,928
Total employer contributions 2019-12-31 46,000
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 44,509
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 36,237
Net shortfall amortization installment of oustanding balance 2019-12-31 44,205
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 43,420
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 43,420
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 44,509
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 11
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 8
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 1
Total of all active and inactive participants 2019-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: LIGHT & CONFORTI, DMDS, LLC CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 217,605
Acturial value of plan assets 2018-12-31 217,605
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 7,166
Active participant vested funding target 2018-12-31 155,800
Number of active participants 2018-12-31 11
Total funding liabilities for active participants 2018-12-31 155,887
Total participant count 2018-12-31 12
Total funding target for all participants 2018-12-31 163,053
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 29,719
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 7,391
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 22,328
Present value of excess contributions 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
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 25,144
Total employer contributions 2018-12-31 49,300
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 47,938
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 32,706
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 3,298
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 3,298
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 47,938
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 12
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 9
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 2
Total of all active and inactive participants 2018-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: LIGHT & CONFORTI, DMDS, LLC CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 166,767
Acturial value of plan assets 2017-12-31 166,767
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 2017-12-31 146,664
Number of active participants 2017-12-31 12
Total funding liabilities for active participants 2017-12-31 146,784
Total participant count 2017-12-31 12
Total funding target for all participants 2017-12-31 146,784
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 19,802
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 19,802
Present value of excess contributions 2017-12-31 8,344
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 8,869
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 8,869
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 29,719
Total employer contributions 2017-12-31 29,300
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 27,771
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 33,314
Net shortfall amortization installment of oustanding balance 2017-12-31 9,736
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 35,091
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 7,320
Additional cash requirement 2017-12-31 27,771
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 27,771
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 11
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 12
Number of retired or separated participants receiving benefits 2017-01-01 0
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 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: LIGHT & CONFORTI, DMDS, LLC CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 117,770
Acturial value of plan assets 2016-12-31 117,770
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 1
Fundng target for terminated vested participants 2016-12-31 932
Active participant vested funding target 2016-12-31 102,966
Number of active participants 2016-12-31 11
Total funding liabilities for active participants 2016-12-31 102,966
Total participant count 2016-12-31 12
Total funding target for all participants 2016-12-31 103,898
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 14,552
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 14,552
Present value of excess contributions 2016-12-31 4,924
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 5,244
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 5,244
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 19,802
Total employer contributions 2016-12-31 42,564
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 40,058
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 30,681
Net shortfall amortization installment of oustanding balance 2016-12-31 5,930
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 31,714
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 31,714
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 40,058
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 12
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 11
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 0
Total of all active and inactive participants 2016-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: LIGHT & CONFORTI, DMDS, LLC CASH BALANCE PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 11
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 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: LIGHT & CONFORTI, DMDS, LLC CASH BALANCE PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 11
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: LIGHT & CONFORTI, DMDS, LLC CASH BALANCE PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 12
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0

Measure	Date	Value
2023: LIGHT & CONFORTI, DMDS, LLC CASH BALANCE PLAN 2023 401k membership
Market value of plan assets	2023-10-31	454,174
Acturial value of plan assets	2023-10-31	454,174
Funding target for retired participants and beneficiaries receiving payment	2023-10-31	0
Number of terminated vested participants	2023-10-31	2
Fundng target for terminated vested participants	2023-10-31	1,243
Active participant vested funding target	2023-10-31	468,197
Number of active participants	2023-10-31	15
Total funding liabilities for active participants	2023-10-31	468,197
Total participant count	2023-10-31	17
Total funding target for all participants	2023-10-31	469,440
Balance at beginning of prior year after applicable adjustments	2023-10-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2023-10-31	154,199
Prefunding balanced used to offset prior years funding requirement	2023-10-31	27,937
Amount remaining of carryover balance	2023-10-31	0
Amount remaining of prefunding balance	2023-10-31	126,262
Present value of excess contributions	2023-10-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2023-10-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2023-10-31	0
Reductions in caryover balances due to elections or deemed elections	2023-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2023-10-31	33,261
Balance of carryovers at beginning of current year	2023-10-31	0
Balance of prefunding at beginning of current year	2023-10-31	72,887
Total employer contributions	2023-10-31	6,907
Total employee contributions	2023-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2023-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2023-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2023-10-31	6,635
Unpaid minimum required contributions for all prior years	2023-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2023-10-31	0
Remaining amount of unpaid minimum required contributions	2023-10-31	0
Minimum required contributions for current year target normal cost	2023-10-31	0
Net shortfall amortization installment of oustanding balance	2023-10-31	88,153
Waiver amortization installment	2023-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2023-10-31	2,691
Carryover balance elected to use to offset funding requirement	2023-10-31	0
Prefunding balance elected to use to offset funding requirement	2023-10-31	0
Additional cash requirement	2023-10-31	2,691
Contributions allocatedtoward minimum required contributions for current year	2023-10-31	6,635
Unpaid minimum required contributions for current year	2023-10-31	0
Unpaid minimum required contributions for all years	2023-10-31	0
2022: LIGHT & CONFORTI, DMDS, LLC CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	523,095
Acturial value of plan assets	2022-12-31	523,095
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	3
Fundng target for terminated vested participants	2022-12-31	8,450
Active participant vested funding target	2022-12-31	357,112
Number of active participants	2022-12-31	13
Total funding liabilities for active participants	2022-12-31	357,112
Total participant count	2022-12-31	16
Total funding target for all participants	2022-12-31	365,562
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	77,215
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	77,215
Present value of excess contributions	2022-12-31	64,982
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	68,653
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	68,653
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	154,199
Total employer contributions	2022-12-31	14,800
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	14,144
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	45,415
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	42,081
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	27,937
Additional cash requirement	2022-12-31	14,144
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	14,144
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: LIGHT & CONFORTI, DMDS, LLC CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	407,340
Acturial value of plan assets	2021-12-31	407,340
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	7,164
Active participant vested funding target	2021-12-31	284,501
Number of active participants	2021-12-31	11
Total funding liabilities for active participants	2021-12-31	285,501
Total participant count	2021-12-31	13
Total funding target for all participants	2021-12-31	292,665
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	79,329
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	11,400
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	67,929
Present value of excess contributions	2021-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	0
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	77,215
Total employer contributions	2021-12-31	68,200
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	66,899
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	39,377
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	1,917
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	1,917
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	66,899
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: LIGHT & CONFORTI, DMDS, LLC CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	330,933
Acturial value of plan assets	2020-12-31	330,933
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	1
Fundng target for terminated vested participants	2020-12-31	189
Active participant vested funding target	2020-12-31	252,493
Number of active participants	2020-12-31	12
Total funding liabilities for active participants	2020-12-31	252,493
Total participant count	2020-12-31	13
Total funding target for all participants	2020-12-31	252,682
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	67,928
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	67,928
Present value of excess contributions	2020-12-31	1,089
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	1,151
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	1,151
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	79,329
Total employer contributions	2020-12-31	29,800
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	28,596
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	38,964
Net shortfall amortization installment of oustanding balance	2020-12-31	1,078
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	39,996
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	11,400
Additional cash requirement	2020-12-31	28,596
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	28,596
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: LIGHT & CONFORTI, DMDS, LLC CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	245,192
Acturial value of plan assets	2019-12-31	245,192
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	3
Fundng target for terminated vested participants	2019-12-31	9,126
Active participant vested funding target	2019-12-31	212,343
Number of active participants	2019-12-31	8
Total funding liabilities for active participants	2019-12-31	212,343
Total participant count	2019-12-31	11
Total funding target for all participants	2019-12-31	221,469
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	25,144
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	25,144
Present value of excess contributions	2019-12-31	44,640
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	47,265
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	47,265
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	2,218
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	67,928
Total employer contributions	2019-12-31	46,000
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	44,509
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	36,237
Net shortfall amortization installment of oustanding balance	2019-12-31	44,205
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	43,420
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	43,420
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	44,509
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	11
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	8
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	1
Total of all active and inactive participants	2019-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: LIGHT & CONFORTI, DMDS, LLC CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	217,605
Acturial value of plan assets	2018-12-31	217,605
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	7,166
Active participant vested funding target	2018-12-31	155,800
Number of active participants	2018-12-31	11
Total funding liabilities for active participants	2018-12-31	155,887
Total participant count	2018-12-31	12
Total funding target for all participants	2018-12-31	163,053
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	29,719
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	7,391
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	22,328
Present value of excess contributions	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
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	25,144
Total employer contributions	2018-12-31	49,300
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	47,938
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	32,706
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	3,298
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	3,298
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	47,938
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	12
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	9
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	2
Total of all active and inactive participants	2018-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: LIGHT & CONFORTI, DMDS, LLC CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	166,767
Acturial value of plan assets	2017-12-31	166,767
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	146,664
Number of active participants	2017-12-31	12
Total funding liabilities for active participants	2017-12-31	146,784
Total participant count	2017-12-31	12
Total funding target for all participants	2017-12-31	146,784
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	19,802
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	19,802
Present value of excess contributions	2017-12-31	8,344
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	8,869
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	8,869
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	29,719
Total employer contributions	2017-12-31	29,300
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	27,771
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	33,314
Net shortfall amortization installment of oustanding balance	2017-12-31	9,736
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	35,091
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	7,320
Additional cash requirement	2017-12-31	27,771
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	27,771
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	11
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	12
Number of retired or separated participants receiving benefits	2017-01-01	0
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	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: LIGHT & CONFORTI, DMDS, LLC CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	117,770
Acturial value of plan assets	2016-12-31	117,770
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	1
Fundng target for terminated vested participants	2016-12-31	932
Active participant vested funding target	2016-12-31	102,966
Number of active participants	2016-12-31	11
Total funding liabilities for active participants	2016-12-31	102,966
Total participant count	2016-12-31	12
Total funding target for all participants	2016-12-31	103,898
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	14,552
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	14,552
Present value of excess contributions	2016-12-31	4,924
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	5,244
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	5,244
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	19,802
Total employer contributions	2016-12-31	42,564
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	40,058
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	30,681
Net shortfall amortization installment of oustanding balance	2016-12-31	5,930
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	31,714
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	31,714
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	40,058
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	12
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	11
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	0
Total of all active and inactive participants	2016-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: LIGHT & CONFORTI, DMDS, LLC CASH BALANCE PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	11
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	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: LIGHT & CONFORTI, DMDS, LLC CASH BALANCE PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	11
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: LIGHT & CONFORTI, DMDS, LLC CASH BALANCE PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	12
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0

Financial Data on LIGHT & CONFORTI, DMDS, LLC CASH BALANCE PLAN

Measure	Date	Value
2019 : LIGHT & CONFORTI, DMDS, LLC CASH BALANCE PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
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	$101,051
Expenses. Total of all expenses incurred	2019-12-31	$15,310
Benefits paid (including direct rollovers)	2019-12-31	$12,514
Total plan assets at end of year	2019-12-31	$330,933
Total plan assets at beginning of year	2019-12-31	$245,192
Value of fidelity bond covering the plan	2019-12-31	$275,000
Total contributions received or receivable from participants	2019-12-31	$0
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$55,051
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$85,741
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$330,933
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$245,192
Total contributions received or receivable from employer(s)	2019-12-31	$46,000
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$2,796
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : LIGHT & CONFORTI, DMDS, LLC CASH BALANCE PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$30,003
Expenses. Total of all expenses incurred	2018-12-31	$2,437
Benefits paid (including direct rollovers)	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$245,192
Total plan assets at beginning of year	2018-12-31	$217,626
Value of fidelity bond covering the plan	2018-12-31	$275,000
Total contributions received or receivable from participants	2018-12-31	$0
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-19,297
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$27,566
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$245,192
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$217,626
Total contributions received or receivable from employer(s)	2018-12-31	$49,300
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$2,437
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : LIGHT & CONFORTI, DMDS, LLC CASH BALANCE PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$52,423
Expenses. Total of all expenses incurred	2017-12-31	$1,780
Benefits paid (including direct rollovers)	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$217,626
Total plan assets at beginning of year	2017-12-31	$166,983
Value of fidelity bond covering the plan	2017-12-31	$275,000
Total contributions received or receivable from participants	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$23,123
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$50,643
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$217,626
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$166,983
Total contributions received or receivable from employer(s)	2017-12-31	$29,300
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$1,780
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : LIGHT & CONFORTI, DMDS, LLC CASH BALANCE PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$51,238
Expenses. Total of all expenses incurred	2016-12-31	$2,167
Benefits paid (including direct rollovers)	2016-12-31	$924
Total plan assets at end of year	2016-12-31	$166,983
Total plan assets at beginning of year	2016-12-31	$117,912
Value of fidelity bond covering the plan	2016-12-31	$275,000
Total contributions received or receivable from participants	2016-12-31	$0
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$8,674
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$49,071
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$166,983
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$117,912
Total contributions received or receivable from employer(s)	2016-12-31	$42,564
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$1,243
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : LIGHT & CONFORTI, DMDS, LLC CASH BALANCE PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$41,017
Expenses. Total of all expenses incurred	2015-12-31	$917
Benefits paid (including direct rollovers)	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$117,912
Total plan assets at beginning of year	2015-12-31	$77,812
Value of fidelity bond covering the plan	2015-12-31	$275,000
Total contributions received or receivable from participants	2015-12-31	$0
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$950
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$40,100
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$117,912
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$77,812
Total contributions received or receivable from employer(s)	2015-12-31	$40,067
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$917
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : LIGHT & CONFORTI, DMDS, LLC CASH BALANCE PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$40,282
Expenses. Total of all expenses incurred	2014-12-31	$280
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$77,812
Total plan assets at beginning of year	2014-12-31	$37,810
Value of fidelity bond covering the plan	2014-12-31	$275,000
Total contributions received or receivable from participants	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$1,604
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$40,002
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$77,812
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$37,810
Total contributions received or receivable from employer(s)	2014-12-31	$38,678
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$280
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : LIGHT & CONFORTI, DMDS, LLC CASH BALANCE PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$37,810
Expenses. Total of all expenses incurred	2013-12-31	$0
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$37,810
Total plan assets at beginning of year	2013-12-31	$0
Value of fidelity bond covering the plan	2013-12-31	$275,000
Total contributions received or receivable from participants	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$0
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$37,810
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$37,810
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$37,810
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0

Form 5500 Responses for LIGHT & CONFORTI, DMDS, LLC CASH BALANCE PLAN

2019: LIGHT & CONFORTI, DMDS, LLC CASH BALANCE 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: LIGHT & CONFORTI, DMDS, LLC CASH BALANCE 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: LIGHT & CONFORTI, DMDS, LLC CASH BALANCE 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: LIGHT & CONFORTI, DMDS, LLC CASH BALANCE PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: LIGHT & CONFORTI, DMDS, LLC CASH BALANCE PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: LIGHT & CONFORTI, DMDS, LLC CASH BALANCE PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: LIGHT & CONFORTI, DMDS, LLC CASH BALANCE PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	First time form 5500 has been submitted	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CHAMPAGNE & LIGHT, LLC
Employer identification number (EIN):	050444974
NAIC Classification:	621210
NAIC Description:	Offices of Dentists