401k Plan data: LAURENCE C. BREITERMAN, DMD, LLC CASH BALANCE PENSION PLAN plan

LAURENCE C. BREITERMAN, DMD, LLC CASH BALANCE PENSION PLAN 401k Plan overview

Plan Name	LAURENCE C. BREITERMAN, DMD, LLC CASH BALANCE PENSION PLAN
Plan identification number	002

LAURENCE C. BREITERMAN, DMD, LLC CASH BALANCE PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

LAURENCE C. BREITERMAN, DMD, LLC has sponsored the creation of one or more 401k plans.

Company Name: LAURENCE C. BREITERMAN, DMD, LLC

Employer identification number (EIN): 300667200

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAURENCE C. BREITERMAN, DMD, LLC CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 LAURENCE C BREITERMAN 2023-07-28
002 2021-01-01 LAURENCE BREITERMAN 2022-10-05 LAURENCE BREITERMAN 2022-10-05
002 2021-01-01 LAURENCE BREITERMAN 2022-10-05 LAURENCE BREITERMAN 2022-10-05
002 2020-01-01 LAURENCE BREITERMAN 2021-10-04
002 2019-01-01
002 2019-01-01 LAURENCE BREITERMAN 2021-02-05
002 2018-01-01 LAURENCE BREITERMAN 2019-10-06
002 2017-01-01 LAURENCE BREITERMAN 2018-10-11
002 2016-01-01 LAURENCE BREITERMAN 2017-10-03
002 2015-01-01 LAURENCE BREITERMAN 2016-08-25
002 2014-01-01 LAURENCE BREITERMAN 2015-09-29
002 2013-01-01 LAURENCE BREITERMAN
002 2012-01-01 LAURENCE BREITERMAN
002 2011-01-01 LAURENCE BREITERMAN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	LAURENCE C BREITERMAN	2023-07-28
002	2021-01-01	LAURENCE BREITERMAN	2022-10-05	LAURENCE BREITERMAN	2022-10-05
002	2021-01-01	LAURENCE BREITERMAN	2022-10-05	LAURENCE BREITERMAN	2022-10-05
002	2020-01-01	LAURENCE BREITERMAN	2021-10-04
002	2019-01-01
002	2019-01-01	LAURENCE BREITERMAN	2021-02-05
002	2018-01-01	LAURENCE BREITERMAN	2019-10-06
002	2017-01-01	LAURENCE BREITERMAN	2018-10-11
002	2016-01-01	LAURENCE BREITERMAN	2017-10-03
002	2015-01-01	LAURENCE BREITERMAN	2016-08-25
002	2014-01-01	LAURENCE BREITERMAN	2015-09-29
002	2013-01-01	LAURENCE BREITERMAN
002	2012-01-01	LAURENCE BREITERMAN
002	2011-01-01	LAURENCE BREITERMAN

Plan Statistics for LAURENCE C. BREITERMAN, DMD, LLC CASH BALANCE PENSION PLAN

401k plan membership statisitcs for LAURENCE C. BREITERMAN, DMD, LLC CASH BALANCE PENSION PLAN

Measure Date Value
2022: LAURENCE C. BREITERMAN, DMD, LLC CASH BALANCE PENSION PLAN 2022 401k membership
Market value of plan assets 2022-12-31 1,329,323
Acturial value of plan assets 2022-12-31 1,329,323
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 1
Fundng target for terminated vested participants 2022-12-31 1,821
Active participant vested funding target 2022-12-31 1,403,733
Number of active participants 2022-12-31 6
Total funding liabilities for active participants 2022-12-31 1,403,733
Total participant count 2022-12-31 7
Total funding target for all participants 2022-12-31 1,405,554
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 0
Present value of excess contributions 2022-12-31 80,426
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 80,426
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 0
Total employer contributions 2022-12-31 136,975
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 2022-12-31 137,554
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 2022-12-31 123,928
Net shortfall amortization installment of oustanding balance 2022-12-31 147,454
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 137,554
Additional cash requirement 2022-12-31 137,554
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 137,554
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: LAURENCE C. BREITERMAN, DMD, LLC CASH BALANCE PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 1,418,999
Acturial value of plan assets 2021-12-31 1,418,999
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 3,632
Active participant vested funding target 2021-12-31 1,207,696
Number of active participants 2021-12-31 6
Total funding liabilities for active participants 2021-12-31 1,208,423
Total participant count 2021-12-31 8
Total funding target for all participants 2021-12-31 1,212,055
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 0
Present value of excess contributions 2021-12-31 8,913
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 8,913
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 0
Total employer contributions 2021-12-31 100,381
Total employee contributions 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 102,750
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 127,897
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 22,324
Additional cash requirement 2021-12-31 22,324
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 102,750
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: LAURENCE C. BREITERMAN, DMD, LLC CASH BALANCE PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 1,195,172
Acturial value of plan assets 2020-12-31 1,195,172
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 3
Fundng target for terminated vested participants 2020-12-31 4,587
Active participant vested funding target 2020-12-31 985,608
Number of active participants 2020-12-31 4
Total funding liabilities for active participants 2020-12-31 985,608
Total participant count 2020-12-31 7
Total funding target for all participants 2020-12-31 990,195
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 0
Present value of excess contributions 2020-12-31 92,752
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 92,752
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 0
Total employer contributions 2020-12-31 8,700
Total employee contributions 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 8,913
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 163,589
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 0
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 8,913
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: LAURENCE C. BREITERMAN, DMD, LLC CASH BALANCE PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 980,165
Acturial value of plan assets 2019-12-31 980,165
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 2
Fundng target for terminated vested participants 2019-12-31 3,013
Active participant vested funding target 2019-12-31 790,405
Number of active participants 2019-12-31 4
Total funding liabilities for active participants 2019-12-31 790,405
Total participant count 2019-12-31 6
Total funding target for all participants 2019-12-31 793,418
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 79,953
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 79,953
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 0
Total employer contributions 2019-12-31 90,778
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 92,752
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 2019-12-31 170,056
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 92,752
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: LAURENCE C. BREITERMAN, DMD, LLC CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 768,862
Acturial value of plan assets 2018-12-31 768,862
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 3
Fundng target for terminated vested participants 2018-12-31 3,831
Active participant vested funding target 2018-12-31 630,783
Number of active participants 2018-12-31 3
Total funding liabilities for active participants 2018-12-31 630,783
Total participant count 2018-12-31 6
Total funding target for all participants 2018-12-31 634,614
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 72,010
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 72,010
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 78,400
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 79,953
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 2018-12-31 124,718
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 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 79,953
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: LAURENCE C. BREITERMAN, DMD, LLC CASH BALANCE PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 716,241
Acturial value of plan assets 2017-12-31 716,241
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 1,154
Active participant vested funding target 2017-12-31 463,764
Number of active participants 2017-12-31 4
Total funding liabilities for active participants 2017-12-31 463,764
Total participant count 2017-12-31 5
Total funding target for all participants 2017-12-31 464,918
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 124,875
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 124,875
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 71,087
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 72,010
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 2017-12-31 139,779
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 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 72,010
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: LAURENCE C. BREITERMAN, DMD, LLC CASH BALANCE PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 526,484
Acturial value of plan assets 2016-12-31 526,484
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 0
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 280,680
Number of active participants 2016-12-31 5
Total funding liabilities for active participants 2016-12-31 280,680
Total participant count 2016-12-31 5
Total funding target for all participants 2016-12-31 280,680
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 66,565
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 66,565
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 0
Total employer contributions 2016-12-31 124,341
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 2016-12-31 124,875
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 2016-12-31 130,111
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 124,875
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
2013: LAURENCE C. BREITERMAN, DMD, LLC CASH BALANCE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: LAURENCE C. BREITERMAN, DMD, LLC CASH BALANCE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: LAURENCE C. BREITERMAN, DMD, LLC CASH BALANCE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2022: LAURENCE C. BREITERMAN, DMD, LLC CASH BALANCE PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	1,329,323
Acturial value of plan assets	2022-12-31	1,329,323
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	1
Fundng target for terminated vested participants	2022-12-31	1,821
Active participant vested funding target	2022-12-31	1,403,733
Number of active participants	2022-12-31	6
Total funding liabilities for active participants	2022-12-31	1,403,733
Total participant count	2022-12-31	7
Total funding target for all participants	2022-12-31	1,405,554
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	0
Present value of excess contributions	2022-12-31	80,426
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	80,426
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	0
Total employer contributions	2022-12-31	136,975
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	137,554
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	123,928
Net shortfall amortization installment of oustanding balance	2022-12-31	147,454
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	137,554
Additional cash requirement	2022-12-31	137,554
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	137,554
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: LAURENCE C. BREITERMAN, DMD, LLC CASH BALANCE PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	1,418,999
Acturial value of plan assets	2021-12-31	1,418,999
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	3,632
Active participant vested funding target	2021-12-31	1,207,696
Number of active participants	2021-12-31	6
Total funding liabilities for active participants	2021-12-31	1,208,423
Total participant count	2021-12-31	8
Total funding target for all participants	2021-12-31	1,212,055
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	0
Present value of excess contributions	2021-12-31	8,913
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	8,913
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	100,381
Total employee contributions	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	102,750
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	127,897
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	22,324
Additional cash requirement	2021-12-31	22,324
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	102,750
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: LAURENCE C. BREITERMAN, DMD, LLC CASH BALANCE PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	1,195,172
Acturial value of plan assets	2020-12-31	1,195,172
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	3
Fundng target for terminated vested participants	2020-12-31	4,587
Active participant vested funding target	2020-12-31	985,608
Number of active participants	2020-12-31	4
Total funding liabilities for active participants	2020-12-31	985,608
Total participant count	2020-12-31	7
Total funding target for all participants	2020-12-31	990,195
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	92,752
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	92,752
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	8,700
Total employee contributions	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	8,913
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	163,589
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	8,913
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: LAURENCE C. BREITERMAN, DMD, LLC CASH BALANCE PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	980,165
Acturial value of plan assets	2019-12-31	980,165
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	2
Fundng target for terminated vested participants	2019-12-31	3,013
Active participant vested funding target	2019-12-31	790,405
Number of active participants	2019-12-31	4
Total funding liabilities for active participants	2019-12-31	790,405
Total participant count	2019-12-31	6
Total funding target for all participants	2019-12-31	793,418
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	79,953
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	79,953
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	90,778
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	92,752
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	170,056
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	92,752
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: LAURENCE C. BREITERMAN, DMD, LLC CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	768,862
Acturial value of plan assets	2018-12-31	768,862
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	3
Fundng target for terminated vested participants	2018-12-31	3,831
Active participant vested funding target	2018-12-31	630,783
Number of active participants	2018-12-31	3
Total funding liabilities for active participants	2018-12-31	630,783
Total participant count	2018-12-31	6
Total funding target for all participants	2018-12-31	634,614
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	72,010
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	72,010
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	78,400
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	79,953
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	124,718
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	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	79,953
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: LAURENCE C. BREITERMAN, DMD, LLC CASH BALANCE PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	716,241
Acturial value of plan assets	2017-12-31	716,241
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	1,154
Active participant vested funding target	2017-12-31	463,764
Number of active participants	2017-12-31	4
Total funding liabilities for active participants	2017-12-31	463,764
Total participant count	2017-12-31	5
Total funding target for all participants	2017-12-31	464,918
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	124,875
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	124,875
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	71,087
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	72,010
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	139,779
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	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	72,010
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: LAURENCE C. BREITERMAN, DMD, LLC CASH BALANCE PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	526,484
Acturial value of plan assets	2016-12-31	526,484
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	280,680
Number of active participants	2016-12-31	5
Total funding liabilities for active participants	2016-12-31	280,680
Total participant count	2016-12-31	5
Total funding target for all participants	2016-12-31	280,680
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	66,565
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	66,565
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	0
Total employer contributions	2016-12-31	124,341
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	124,875
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	130,111
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	124,875
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
2013: LAURENCE C. BREITERMAN, DMD, LLC CASH BALANCE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: LAURENCE C. BREITERMAN, DMD, LLC CASH BALANCE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: LAURENCE C. BREITERMAN, DMD, LLC CASH BALANCE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on LAURENCE C. BREITERMAN, DMD, LLC CASH BALANCE PENSION PLAN

Measure	Date	Value
2013 : LAURENCE C. BREITERMAN, DMD, LLC CASH BALANCE PENSION PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$93,607
Total plan assets at end of year	2013-12-31	$309,188
Total plan assets at beginning of year	2013-12-31	$215,581
Value of fidelity bond covering the plan	2013-12-31	$100,000
Other income received	2013-12-31	$14,898
Net income (gross income less expenses)	2013-12-31	$93,607
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$309,188
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$215,581
Total contributions received or receivable from employer(s)	2013-12-31	$78,709
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : LAURENCE C. BREITERMAN, DMD, LLC CASH BALANCE PENSION PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$40,727
Total plan assets at end of year	2012-12-31	$215,581
Total plan assets at beginning of year	2012-12-31	$174,854
Value of fidelity bond covering the plan	2012-12-31	$100,000
Other income received	2012-12-31	$10,727
Net income (gross income less expenses)	2012-12-31	$40,727
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$215,581
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$174,854
Total contributions received or receivable from employer(s)	2012-12-31	$30,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : LAURENCE C. BREITERMAN, DMD, LLC CASH BALANCE PENSION PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$112,895
Expenses. Total of all expenses incurred	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$174,854
Total plan assets at beginning of year	2011-12-31	$61,959
Value of fidelity bond covering the plan	2011-12-31	$50,000
Other income received	2011-12-31	$1,405
Net income (gross income less expenses)	2011-12-31	$112,895
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$174,854
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$61,959
Total contributions received or receivable from employer(s)	2011-12-31	$111,490
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0

Form 5500 Responses for LAURENCE C. BREITERMAN, DMD, LLC CASH BALANCE PENSION PLAN

2013: LAURENCE C. BREITERMAN, DMD, LLC CASH BALANCE PENSION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: LAURENCE C. BREITERMAN, DMD, LLC CASH BALANCE PENSION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: LAURENCE C. BREITERMAN, DMD, LLC CASH BALANCE PENSION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	LAURENCE C. BREITERMAN, DMD, LLC
Employer identification number (EIN):	300667200
NAIC Classification:	621210
NAIC Description:	Offices of Dentists