401k Plan data: JOEL R. KORCZAK, D.D.S. DEFINED BENEFIT PLAN plan

JOEL R. KORCZAK, D.D.S. DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	JOEL R. KORCZAK, D.D.S. DEFINED BENEFIT PLAN
Plan identification number	002

JOEL R. KORCZAK, D.D.S. DEFINED BENEFIT PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related 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

JOEL R. KORCZAK, D.D.S. has sponsored the creation of one or more 401k plans.

Company Name: JOEL R. KORCZAK, D.D.S.

Employer identification number (EIN): 363156624

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOEL R. KORCZAK, D.D.S. DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2019-01-01 JOEL KORCZAK 2020-07-19 JOEL KORCZAK 2020-07-19
002 2018-01-01 JOEL KORCZAK 2019-04-20 JOEL KORCZAK 2019-04-20
002 2017-01-01 JOEL KORCZAK 2018-10-03 JOEL KORCZAK 2018-10-03
002 2016-01-01 JOEL R. KORCZAK 2017-05-11 JOEL R. KORCZAK 2017-05-11
002 2015-01-01 JOEL R. KORCZAK 2016-07-20 JOEL R. KORCZAK 2016-07-20
002 2014-01-01 JOEL KORCZAK 2015-04-26 JOEL KORCZAK 2015-04-26
002 2013-01-01 JOEL R. KORCZAK JOEL R. KORCZAK 2014-06-16
002 2012-01-01 JOEL KORCZAK JOEL KORCZAK 2013-07-17
002 2011-01-01 JOEL KORCZAK JOEL KORCZAK 2012-05-22
002 2009-01-01 JOEL R. KORCZAK JOEL R. KORCZAK 2010-10-10

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2019-01-01	JOEL KORCZAK	2020-07-19	JOEL KORCZAK	2020-07-19
002	2018-01-01	JOEL KORCZAK	2019-04-20	JOEL KORCZAK	2019-04-20
002	2017-01-01	JOEL KORCZAK	2018-10-03	JOEL KORCZAK	2018-10-03
002	2016-01-01	JOEL R. KORCZAK	2017-05-11	JOEL R. KORCZAK	2017-05-11
002	2015-01-01	JOEL R. KORCZAK	2016-07-20	JOEL R. KORCZAK	2016-07-20
002	2014-01-01	JOEL KORCZAK	2015-04-26	JOEL KORCZAK	2015-04-26
002	2013-01-01	JOEL R. KORCZAK		JOEL R. KORCZAK	2014-06-16
002	2012-01-01	JOEL KORCZAK		JOEL KORCZAK	2013-07-17
002	2011-01-01	JOEL KORCZAK		JOEL KORCZAK	2012-05-22
002	2009-01-01	JOEL R. KORCZAK		JOEL R. KORCZAK	2010-10-10

Plan Statistics for JOEL R. KORCZAK, D.D.S. DEFINED BENEFIT PLAN

401k plan membership statisitcs for JOEL R. KORCZAK, D.D.S. DEFINED BENEFIT PLAN

Measure Date Value
2019: JOEL R. KORCZAK, D.D.S. DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,038,256
Acturial value of plan assets 2019-12-31 1,038,256
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 4
Fundng target for terminated vested participants 2019-12-31 99,275
Active participant vested funding target 2019-12-31 889,817
Number of active participants 2019-12-31 1
Total funding liabilities for active participants 2019-12-31 889,817
Total participant count 2019-12-31 5
Total funding target for all participants 2019-12-31 989,092
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 52,544
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 52,544
Present value of excess contributions 2019-12-31 75,134
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 75,134
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 54,646
Total employer contributions 2019-12-31 66,400
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 65,739
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 0
Net shortfall amortization installment of oustanding balance 2019-12-31 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 65,739
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: JOEL R. KORCZAK, D.D.S. DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets 2018-12-31 845,883
Acturial value of plan assets 2018-12-31 845,883
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 4
Fundng target for terminated vested participants 2018-12-31 85,377
Active participant vested funding target 2018-12-31 661,726
Number of active participants 2018-12-31 1
Total funding liabilities for active participants 2018-12-31 661,726
Total participant count 2018-12-31 5
Total funding target for all participants 2018-12-31 747,103
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 51,620
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 51,620
Present value of excess contributions 2018-12-31 24,374
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 24,374
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 52,544
Total employer contributions 2018-12-31 241,163
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 2018-12-31 237,097
Liquidity shortfalls end of Q1 2018-12-31 0
Liquidity shortfalls end of Q2 2018-12-31 0
Liquidity shortfalls end of Q3 2018-12-31 0
Liquidity shortfalls end of Q4 2018-12-31 0
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 2018-12-31 205,241
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 2018-12-31 161,963
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 2018-12-31 161,963
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 237,097
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: JOEL R. KORCZAK, D.D.S. DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets 2017-12-31 723,573
Acturial value of plan assets 2017-12-31 723,573
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 2017-12-31 685,005
Number of active participants 2017-12-31 6
Total funding liabilities for active participants 2017-12-31 685,005
Total participant count 2017-12-31 6
Total funding target for all participants 2017-12-31 685,005
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 49,596
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 49,596
Present value of excess contributions 2017-12-31 75,915
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 75,915
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 51,620
Total employer contributions 2017-12-31 88,842
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 88,432
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 64,058
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 64,058
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 64,058
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 88,432
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: JOEL R. KORCZAK, D.D.S. DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets 2016-12-31 623,562
Acturial value of plan assets 2016-12-31 623,562
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 2
Fundng target for terminated vested participants 2016-12-31 4,286
Active participant vested funding target 2016-12-31 527,033
Number of active participants 2016-12-31 5
Total funding liabilities for active participants 2016-12-31 527,033
Total participant count 2016-12-31 7
Total funding target for all participants 2016-12-31 531,319
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 53,459
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 53,459
Present value of excess contributions 2016-12-31 38,878
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 38,878
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 54,598
Total employer contributions 2016-12-31 87,387
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 87,147
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 53,060
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 18,456
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 18,456
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 87,147
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
2013: JOEL R. KORCZAK, D.D.S. DEFINED BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 7
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 7
Total participants 2013-01-01 7
2012: JOEL R. KORCZAK, D.D.S. DEFINED BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 7
Total of all active and inactive participants 2012-01-01 7
Total participants 2012-01-01 7
2011: JOEL R. KORCZAK, D.D.S. DEFINED BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 7
Total of all active and inactive participants 2011-01-01 7
Total participants 2011-01-01 7
2009: JOEL R. KORCZAK, D.D.S. DEFINED BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 7
Total of all active and inactive participants 2009-01-01 7
Total participants 2009-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2019: JOEL R. KORCZAK, D.D.S. DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,038,256
Acturial value of plan assets	2019-12-31	1,038,256
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	4
Fundng target for terminated vested participants	2019-12-31	99,275
Active participant vested funding target	2019-12-31	889,817
Number of active participants	2019-12-31	1
Total funding liabilities for active participants	2019-12-31	889,817
Total participant count	2019-12-31	5
Total funding target for all participants	2019-12-31	989,092
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	52,544
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	52,544
Present value of excess contributions	2019-12-31	75,134
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	75,134
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	54,646
Total employer contributions	2019-12-31	66,400
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	65,739
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	0
Net shortfall amortization installment of oustanding balance	2019-12-31	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	65,739
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: JOEL R. KORCZAK, D.D.S. DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	845,883
Acturial value of plan assets	2018-12-31	845,883
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	4
Fundng target for terminated vested participants	2018-12-31	85,377
Active participant vested funding target	2018-12-31	661,726
Number of active participants	2018-12-31	1
Total funding liabilities for active participants	2018-12-31	661,726
Total participant count	2018-12-31	5
Total funding target for all participants	2018-12-31	747,103
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	51,620
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	51,620
Present value of excess contributions	2018-12-31	24,374
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	24,374
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	52,544
Total employer contributions	2018-12-31	241,163
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	237,097
Liquidity shortfalls end of Q1	2018-12-31	0
Liquidity shortfalls end of Q2	2018-12-31	0
Liquidity shortfalls end of Q3	2018-12-31	0
Liquidity shortfalls end of Q4	2018-12-31	0
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	205,241
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	161,963
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	161,963
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	237,097
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: JOEL R. KORCZAK, D.D.S. DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	723,573
Acturial value of plan assets	2017-12-31	723,573
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	685,005
Number of active participants	2017-12-31	6
Total funding liabilities for active participants	2017-12-31	685,005
Total participant count	2017-12-31	6
Total funding target for all participants	2017-12-31	685,005
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	49,596
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	49,596
Present value of excess contributions	2017-12-31	75,915
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	75,915
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	51,620
Total employer contributions	2017-12-31	88,842
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	88,432
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	64,058
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	64,058
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	64,058
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	88,432
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: JOEL R. KORCZAK, D.D.S. DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	623,562
Acturial value of plan assets	2016-12-31	623,562
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	2
Fundng target for terminated vested participants	2016-12-31	4,286
Active participant vested funding target	2016-12-31	527,033
Number of active participants	2016-12-31	5
Total funding liabilities for active participants	2016-12-31	527,033
Total participant count	2016-12-31	7
Total funding target for all participants	2016-12-31	531,319
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	53,459
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	53,459
Present value of excess contributions	2016-12-31	38,878
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	38,878
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	54,598
Total employer contributions	2016-12-31	87,387
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	87,147
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	53,060
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	18,456
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	18,456
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	87,147
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
2013: JOEL R. KORCZAK, D.D.S. DEFINED BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	7
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	7
Total participants	2013-01-01	7
2012: JOEL R. KORCZAK, D.D.S. DEFINED BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	7
Total of all active and inactive participants	2012-01-01	7
Total participants	2012-01-01	7
2011: JOEL R. KORCZAK, D.D.S. DEFINED BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	7
Total of all active and inactive participants	2011-01-01	7
Total participants	2011-01-01	7
2009: JOEL R. KORCZAK, D.D.S. DEFINED BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	7
Total of all active and inactive participants	2009-01-01	7
Total participants	2009-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on JOEL R. KORCZAK, D.D.S. DEFINED BENEFIT PLAN

Measure	Date	Value
2013 : JOEL R. KORCZAK, D.D.S. DEFINED BENEFIT PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$71,975
Expenses. Total of all expenses incurred	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$450,178
Total plan assets at beginning of year	2013-12-31	$378,203
Value of fidelity bond covering the plan	2013-12-31	$100,000
Other income received	2013-12-31	$15,539
Net income (gross income less expenses)	2013-12-31	$71,975
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$450,178
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$378,203
Total contributions received or receivable from employer(s)	2013-12-31	$56,436
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : JOEL R. KORCZAK, D.D.S. DEFINED BENEFIT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$74,576
Expenses. Total of all expenses incurred	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$378,203
Total plan assets at beginning of year	2012-12-31	$303,627
Value of fidelity bond covering the plan	2012-12-31	$100,000
Other income received	2012-12-31	$13,806
Net income (gross income less expenses)	2012-12-31	$74,576
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$378,203
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$303,627
Total contributions received or receivable from employer(s)	2012-12-31	$60,770
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : JOEL R. KORCZAK, D.D.S. DEFINED BENEFIT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$67,934
Expenses. Total of all expenses incurred	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$303,627
Total plan assets at beginning of year	2011-12-31	$235,693
Value of fidelity bond covering the plan	2011-12-31	$100,000
Other income received	2011-12-31	$9,181
Net income (gross income less expenses)	2011-12-31	$67,934
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$303,627
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$235,693
Total contributions received or receivable from employer(s)	2011-12-31	$58,753
2010 : JOEL R. KORCZAK, D.D.S. DEFINED BENEFIT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$58,432
Expenses. Total of all expenses incurred	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$235,693
Total plan assets at beginning of year	2010-12-31	$177,261
Value of fidelity bond covering the plan	2010-12-31	$100,000
Other income received	2010-12-31	$2,336
Net income (gross income less expenses)	2010-12-31	$58,432
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$235,693
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$177,261
Total contributions received or receivable from employer(s)	2010-12-31	$56,096

Form 5500 Responses for JOEL R. KORCZAK, D.D.S. DEFINED BENEFIT PLAN

2013: JOEL R. KORCZAK, D.D.S. DEFINED BENEFIT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: JOEL R. KORCZAK, D.D.S. DEFINED BENEFIT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: JOEL R. KORCZAK, D.D.S. DEFINED BENEFIT 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 – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: JOEL R. KORCZAK, D.D.S. DEFINED BENEFIT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

86828

Policy instance

Insurance contract or identification number	86828
Number of Individuals Covered	7
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $1,381
Total amount of fees paid to insurance company	USD $2,109
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $676
Amount paid for insurance broker fees	1978
Insurance broker organization code?	3
Additional information about fees paid to insurance broker	OTHER FEES
Insurance broker name	GORIS FINANCIAL GROUP

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

86828

Policy instance

Insurance contract or identification number	86828
Number of Individuals Covered	7
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $1,347
Total amount of fees paid to insurance company	USD $2,061
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $650
Amount paid for insurance broker fees	1973
Insurance broker organization code?	3
Insurance broker name	HARRY PETER HOOPIS

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

86828

Policy instance

Insurance contract or identification number	86828
Number of Individuals Covered	7
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $554
Total amount of fees paid to insurance company	USD $1,753

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

86828

Policy instance

Insurance contract or identification number	86828
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $1,172
Total amount of fees paid to insurance company	USD $1,753
Commission paid to Insurance Broker	USD $1,172
Amount paid for insurance broker fees	1753
Insurance broker organization code?	3
Insurance broker name	RICHARD M PERLIN

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Company Name:	JOEL R. KORCZAK, D.D.S.
Employer identification number (EIN):	363156624
NAIC Classification:	621210
NAIC Description:	Offices of Dentists