401k Plan data: KEVIN J. ISON, P.S.C. DEFINED BENEFIT CASH BALANCE PLAN & TRUST plan

KEVIN J. ISON, P.S.C. DEFINED BENEFIT CASH BALANCE PLAN & TRUST 401k Plan overview

Plan Name	KEVIN J. ISON, P.S.C. DEFINED BENEFIT CASH BALANCE PLAN & TRUST
Plan identification number	003

KEVIN J. ISON, P.S.C. DEFINED BENEFIT CASH BALANCE PLAN & TRUST Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Benefits are primarily flat dollar (includes dollars per year of service)
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).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

KEVIN J. ISON, P.S.C. has sponsored the creation of one or more 401k plans.

Company Name: KEVIN J. ISON, P.S.C.

Employer identification number (EIN): 611053526

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KEVIN J. ISON, P.S.C. DEFINED BENEFIT CASH BALANCE PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2021-01-01
003 2020-01-01
003 2020-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01
003 2017-01-01
003 2016-01-01 KEVIN J. ISON, D.M.D. 2017-08-23
003 2014-01-01 KEVIN J. ISON, D.M.D. 2015-06-17
003 2013-01-01 KEVIN J. ISON, D.M.D. 2014-05-15
003 2012-01-01 KEVIN J. ISON, D.M.D. 2013-09-27
003 2011-01-01 KEVIN J. ISON, D.M.D. 2012-07-06
003 2010-01-01 KEVIN J. ISON, D.M.D.
003 2009-01-01 KEVIN J. ISON, D.M.D.
003 2009-01-01 KEVIN J. ISON, D.M.D.
003 2009-01-01 KEVIN J. ISON, D.M.D.
003 2009-01-01 KEVIN J. ISON, D.M.D.

Plan Statistics for KEVIN J. ISON, P.S.C. DEFINED BENEFIT CASH BALANCE PLAN & TRUST

401k plan membership statisitcs for KEVIN J. ISON, P.S.C. DEFINED BENEFIT CASH BALANCE PLAN & TRUST

Measure Date Value
2022: KEVIN J. ISON, P.S.C. DEFINED BENEFIT CASH BALANCE PLAN & TRUST 2022 401k membership
Total number of particpants at beginning of year 2022-05-12 25
Total number of particpants at end of year 2022-05-12 0
2020: KEVIN J. ISON, P.S.C. DEFINED BENEFIT CASH BALANCE PLAN & TRUST 2020 401k membership
Market value of plan assets 2020-12-31 4,065,895
Acturial value of plan assets 2020-12-31 4,065,895
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 6,065
Active participant vested funding target 2020-12-31 1,231,354
Number of active participants 2020-12-31 24
Total funding liabilities for active participants 2020-12-31 1,231,354
Total participant count 2020-12-31 25
Total funding target for all participants 2020-12-31 1,237,419
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 34,155
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 34,155
Present value of excess contributions 2020-12-31 6,179
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 6,179
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
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 42,735
Total employer contributions 2020-12-31 0
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 0
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 2,809,029
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 25,373
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 25,373
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: KEVIN J. ISON, P.S.C. DEFINED BENEFIT CASH BALANCE PLAN & TRUST 2019 401k membership
Market value of plan assets 2019-12-31 2,173,378
Acturial value of plan assets 2019-12-31 2,173,378
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 1
Fundng target for terminated vested participants 2019-12-31 5,491
Active participant vested funding target 2019-12-31 1,929,281
Number of active participants 2019-12-31 24
Total funding liabilities for active participants 2019-12-31 1,929,281
Total participant count 2019-12-31 25
Total funding target for all participants 2019-12-31 1,934,772
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 61,830
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 61,830
Present value of excess contributions 2019-12-31 186,899
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 186,899
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 34,155
Total employer contributions 2019-12-31 161,997
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 2019-12-31 156,783
Liquidity shortfalls end of Q1 2019-12-31 0
Liquidity shortfalls end of Q2 2019-12-31 0
Liquidity shortfalls end of Q3 2019-12-31 0
Liquidity shortfalls end of Q4 2019-12-31 0
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 2019-12-31 353,463
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 2019-12-31 150,604
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 2019-12-31 150,604
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 156,783
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: KEVIN J. ISON, P.S.C. DEFINED BENEFIT CASH BALANCE PLAN & TRUST 2018 401k membership
Market value of plan assets 2018-12-31 1,138,456
Acturial value of plan assets 2018-12-31 1,138,456
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 4,843
Active participant vested funding target 2018-12-31 1,488,101
Number of active participants 2018-12-31 21
Total funding liabilities for active participants 2018-12-31 1,488,101
Total participant count 2018-12-31 22
Total funding target for all participants 2018-12-31 1,492,944
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 40,796
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 40,796
Present value of excess contributions 2018-12-31 299,950
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 299,950
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 61,830
Total employer contributions 2018-12-31 614,000
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 2018-12-31 610,896
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 2018-12-31 355,559
Net shortfall amortization installment of oustanding balance 2018-12-31 419,224
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 423,997
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 2018-12-31 423,997
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 610,896
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: KEVIN J. ISON, P.S.C. DEFINED BENEFIT CASH BALANCE PLAN & TRUST 2017 401k membership
Market value of plan assets 2017-12-31 1,723,878
Acturial value of plan assets 2017-12-31 1,723,878
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 0
Active participant vested funding target 2017-12-31 1,027,019
Number of active participants 2017-12-31 22
Total funding liabilities for active participants 2017-12-31 1,027,341
Total participant count 2017-12-31 23
Total funding target for all participants 2017-12-31 1,027,341
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 43,511
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 43,511
Present value of excess contributions 2017-12-31 131,346
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 131,346
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 40,796
Total employer contributions 2017-12-31 303,398
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 2017-12-31 299,950
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 2017-12-31 345,741
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 2017-12-31 299,950
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: KEVIN J. ISON, P.S.C. DEFINED BENEFIT CASH BALANCE PLAN & TRUST 2016 401k membership
Market value of plan assets 2016-12-31 947,067
Acturial value of plan assets 2016-12-31 947,067
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 1,361
Active participant vested funding target 2016-12-31 881,487
Number of active participants 2016-12-31 17
Total funding liabilities for active participants 2016-12-31 881,487
Total participant count 2016-12-31 18
Total funding target for all participants 2016-12-31 882,848
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 36,013
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 36,013
Present value of excess contributions 2016-12-31 184,980
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 184,980
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 43,511
Total employer contributions 2016-12-31 194,362
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 2016-12-31 198,731
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 85,600
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 67,385
Additional cash requirement 2016-12-31 67,385
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 198,731
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
2010: KEVIN J. ISON, P.S.C. DEFINED BENEFIT CASH BALANCE PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 16
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: KEVIN J. ISON, P.S.C. DEFINED BENEFIT CASH BALANCE PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 16
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2022: KEVIN J. ISON, P.S.C. DEFINED BENEFIT CASH BALANCE PLAN & TRUST 2022 401k membership
Total number of particpants at beginning of year	2022-05-12	25
Total number of particpants at end of year	2022-05-12	0
2020: KEVIN J. ISON, P.S.C. DEFINED BENEFIT CASH BALANCE PLAN & TRUST 2020 401k membership
Market value of plan assets	2020-12-31	4,065,895
Acturial value of plan assets	2020-12-31	4,065,895
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	6,065
Active participant vested funding target	2020-12-31	1,231,354
Number of active participants	2020-12-31	24
Total funding liabilities for active participants	2020-12-31	1,231,354
Total participant count	2020-12-31	25
Total funding target for all participants	2020-12-31	1,237,419
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	34,155
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	34,155
Present value of excess contributions	2020-12-31	6,179
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	6,179
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
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	42,735
Total employer contributions	2020-12-31	0
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	0
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	2,809,029
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	25,373
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	25,373
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: KEVIN J. ISON, P.S.C. DEFINED BENEFIT CASH BALANCE PLAN & TRUST 2019 401k membership
Market value of plan assets	2019-12-31	2,173,378
Acturial value of plan assets	2019-12-31	2,173,378
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	1
Fundng target for terminated vested participants	2019-12-31	5,491
Active participant vested funding target	2019-12-31	1,929,281
Number of active participants	2019-12-31	24
Total funding liabilities for active participants	2019-12-31	1,929,281
Total participant count	2019-12-31	25
Total funding target for all participants	2019-12-31	1,934,772
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	61,830
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	61,830
Present value of excess contributions	2019-12-31	186,899
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	186,899
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	34,155
Total employer contributions	2019-12-31	161,997
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	156,783
Liquidity shortfalls end of Q1	2019-12-31	0
Liquidity shortfalls end of Q2	2019-12-31	0
Liquidity shortfalls end of Q3	2019-12-31	0
Liquidity shortfalls end of Q4	2019-12-31	0
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	353,463
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	150,604
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	150,604
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	156,783
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: KEVIN J. ISON, P.S.C. DEFINED BENEFIT CASH BALANCE PLAN & TRUST 2018 401k membership
Market value of plan assets	2018-12-31	1,138,456
Acturial value of plan assets	2018-12-31	1,138,456
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	4,843
Active participant vested funding target	2018-12-31	1,488,101
Number of active participants	2018-12-31	21
Total funding liabilities for active participants	2018-12-31	1,488,101
Total participant count	2018-12-31	22
Total funding target for all participants	2018-12-31	1,492,944
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	40,796
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	40,796
Present value of excess contributions	2018-12-31	299,950
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	299,950
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	61,830
Total employer contributions	2018-12-31	614,000
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	610,896
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	355,559
Net shortfall amortization installment of oustanding balance	2018-12-31	419,224
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	423,997
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	423,997
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	610,896
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: KEVIN J. ISON, P.S.C. DEFINED BENEFIT CASH BALANCE PLAN & TRUST 2017 401k membership
Market value of plan assets	2017-12-31	1,723,878
Acturial value of plan assets	2017-12-31	1,723,878
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	0
Active participant vested funding target	2017-12-31	1,027,019
Number of active participants	2017-12-31	22
Total funding liabilities for active participants	2017-12-31	1,027,341
Total participant count	2017-12-31	23
Total funding target for all participants	2017-12-31	1,027,341
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	43,511
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	43,511
Present value of excess contributions	2017-12-31	131,346
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	131,346
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	40,796
Total employer contributions	2017-12-31	303,398
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	299,950
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	345,741
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	299,950
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: KEVIN J. ISON, P.S.C. DEFINED BENEFIT CASH BALANCE PLAN & TRUST 2016 401k membership
Market value of plan assets	2016-12-31	947,067
Acturial value of plan assets	2016-12-31	947,067
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	1,361
Active participant vested funding target	2016-12-31	881,487
Number of active participants	2016-12-31	17
Total funding liabilities for active participants	2016-12-31	881,487
Total participant count	2016-12-31	18
Total funding target for all participants	2016-12-31	882,848
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	36,013
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	36,013
Present value of excess contributions	2016-12-31	184,980
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	184,980
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	43,511
Total employer contributions	2016-12-31	194,362
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	198,731
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	85,600
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	67,385
Additional cash requirement	2016-12-31	67,385
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	198,731
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
2010: KEVIN J. ISON, P.S.C. DEFINED BENEFIT CASH BALANCE PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	16
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: KEVIN J. ISON, P.S.C. DEFINED BENEFIT CASH BALANCE PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	16
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on KEVIN J. ISON, P.S.C. DEFINED BENEFIT CASH BALANCE PLAN & TRUST

Measure	Date	Value
2022 : KEVIN J. ISON, P.S.C. DEFINED BENEFIT CASH BALANCE PLAN & TRUST 2022 401k financial data
Total transfers to/from plan in this plan year	2022-05-12	0
Total liabilities as of the end of the plan year	2022-05-12	0
Total liabilities as of the beginning of the plan year	2022-05-12	59416
Total expenses incurred by plan in this plan year	2022-05-12	4066091
Net assets as of the end of the plan year	2022-05-12	0
Total assets as of the beginning of the plan year	2022-05-12	4125311
Value of plan covered by a fidelity bond	2022-05-12	500000
Participant contributions to plan in this plan year	2022-05-12	0
Other expenses paid from plan in this plan year	2022-05-12	0
Other contributions to plan in this plan year	2022-05-12	0
Other income to plan in this plan year	2022-05-12	196
Plan net income in this plan year	2022-05-12	-4065895
Net assets as of the end of the plan year	2022-05-12	0
Net assets as of the beginning of the plan year	2022-05-12	4065895
Employer contributions to plan in this plan year	2022-05-12	0
Expensese paid to adminstrative service provicers from plan in this plan year	2022-05-12	9048
2010 : KEVIN J. ISON, P.S.C. DEFINED BENEFIT CASH BALANCE PLAN & TRUST 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$97,005
Expenses. Total of all expenses incurred	2010-12-31	$2,317
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$276,159
Total plan assets at beginning of year	2010-12-31	$181,471
Value of fidelity bond covering the plan	2010-12-31	$350,000
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$12,927
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$94,688
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$276,159
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$181,471
Total contributions received or receivable from employer(s)	2010-12-31	$84,078
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$2,317

Form 5500 Responses for KEVIN J. ISON, P.S.C. DEFINED BENEFIT CASH BALANCE PLAN & TRUST

2010: KEVIN J. ISON, P.S.C. DEFINED BENEFIT CASH BALANCE PLAN & TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: KEVIN J. ISON, P.S.C. DEFINED BENEFIT CASH BALANCE PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	KEVIN J. ISON, P.S.C.
Employer identification number (EIN):	611053526
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2021-01-01
003	2020-01-01
003	2020-01-01
003	2020-01-01
003	2019-01-01
003	2018-01-01
003	2017-01-01
003	2016-01-01	KEVIN J. ISON, D.M.D.	2017-08-23
003	2014-01-01	KEVIN J. ISON, D.M.D.	2015-06-17
003	2013-01-01	KEVIN J. ISON, D.M.D.	2014-05-15
003	2012-01-01	KEVIN J. ISON, D.M.D.	2013-09-27
003	2011-01-01	KEVIN J. ISON, D.M.D.	2012-07-06
003	2010-01-01	KEVIN J. ISON, D.M.D.
003	2009-01-01	KEVIN J. ISON, D.M.D.
003	2009-01-01	KEVIN J. ISON, D.M.D.
003	2009-01-01	KEVIN J. ISON, D.M.D.
003	2009-01-01	KEVIN J. ISON, D.M.D.