401k Plan data: LEE R. LEGLER, D. M. D. , M. S. , P. A. DEFINED BENEFIT PENSION PLAN & TRUST plan

LEE R. LEGLER, D. M. D. , M. S. , P. A. DEFINED BENEFIT PENSION PLAN & TRUST 401k Plan overview

Plan Name	LEE R. LEGLER, D. M. D. , M. S. , P. A. DEFINED BENEFIT PENSION PLAN & TRUST
Plan identification number	002

LEE R. LEGLER, D. M. D. , M. S. , P. A. DEFINED BENEFIT PENSION 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).
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

LEE R. LEGLER, D.M.D., M.S., P.A. has sponsored the creation of one or more 401k plans.

Company Name: LEE R. LEGLER, D.M.D., M.S., P.A.

Employer identification number (EIN): 650408798

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Additional information about LEE R. LEGLER, D.M.D., M.S., P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1993-05-26

Company Identification Number: P93000039419

Legal Registered Office Address: 627 17TH STREET

VERO BEACH

32960

More information about LEE R. LEGLER, D.M.D., M.S., P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEE R. LEGLER, D. M. D. , M. S. , P. A. DEFINED BENEFIT PENSION PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2016-01-01 LEE R. LEGLER, D.M.D., M.S. 2017-09-29
002 2015-01-01 LEE LEGLER 2016-08-25 LEE LEGLER 2016-08-25
002 2014-01-01 LEE LEGLER 2015-10-14 LEE LEGLER 2015-10-14
002 2013-01-01 LEE LEGLER 2014-10-12 LEE LEGLER 2014-10-12
002 2012-01-01 LEE LEGLER 2013-09-18 LEE LEGLER 2013-09-18
002 2011-01-01 LEE LEGLER 2012-06-14 LEE LEGLER 2012-06-14
002 2010-01-01 LEE LEGLER 2011-10-04 LEE LEGLER 2011-10-04
002 2009-01-01 LEE R. LEGLER, D.M.D., M.S.

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2016-01-01	LEE R. LEGLER, D.M.D., M.S.	2017-09-29
002	2015-01-01	LEE LEGLER	2016-08-25	LEE LEGLER	2016-08-25
002	2014-01-01	LEE LEGLER	2015-10-14	LEE LEGLER	2015-10-14
002	2013-01-01	LEE LEGLER	2014-10-12	LEE LEGLER	2014-10-12
002	2012-01-01	LEE LEGLER	2013-09-18	LEE LEGLER	2013-09-18
002	2011-01-01	LEE LEGLER	2012-06-14	LEE LEGLER	2012-06-14
002	2010-01-01	LEE LEGLER	2011-10-04	LEE LEGLER	2011-10-04
002	2009-01-01	LEE R. LEGLER, D.M.D., M.S.

Plan Statistics for LEE R. LEGLER, D. M. D. , M. S. , P. A. DEFINED BENEFIT PENSION PLAN & TRUST

401k plan membership statisitcs for LEE R. LEGLER, D. M. D. , M. S. , P. A. DEFINED BENEFIT PENSION PLAN & TRUST

Measure Date Value
2022: LEE R. LEGLER, D. M. D. , M. S. , P. A. DEFINED BENEFIT PENSION PLAN & TRUST 2022 401k membership
Market value of plan assets 2022-12-31 1,467,730
Acturial value of plan assets 2022-12-31 1,467,730
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 0
Fundng target for terminated vested participants 2022-12-31 0
Active participant vested funding target 2022-12-31 1,077,895
Number of active participants 2022-12-31 6
Total funding liabilities for active participants 2022-12-31 1,077,895
Total participant count 2022-12-31 6
Total funding target for all participants 2022-12-31 1,077,895
Balance at beginning of prior year after applicable adjustments 2022-12-31 31,355
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 66,156
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 31,355
Amount remaining of prefunding balance 2022-12-31 66,156
Present value of excess contributions 2022-12-31 90,524
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 90,524
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 34,770
Balance of prefunding at beginning of current year 2022-12-31 73,360
Total employer contributions 2022-12-31 100,000
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 96,317
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 0
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 0
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 96,317
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: LEE R. LEGLER, D. M. D. , M. S. , P. A. DEFINED BENEFIT PENSION PLAN & TRUST 2021 401k membership
Market value of plan assets 2021-12-31 1,461,110
Acturial value of plan assets 2021-12-31 1,461,110
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 0
Fundng target for terminated vested participants 2021-12-31 0
Active participant vested funding target 2021-12-31 1,049,514
Number of active participants 2021-12-31 6
Total funding liabilities for active participants 2021-12-31 1,049,514
Total participant count 2021-12-31 6
Total funding target for all participants 2021-12-31 1,049,514
Balance at beginning of prior year after applicable adjustments 2021-12-31 28,068
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 59,221
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 28,068
Amount remaining of prefunding balance 2021-12-31 59,221
Present value of excess contributions 2021-12-31 71,850
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 71,850
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 31,355
Balance of prefunding at beginning of current year 2021-12-31 66,156
Total employer contributions 2021-12-31 90,000
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 90,524
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 0
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 0
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 90,524
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: LEE R. LEGLER, D. M. D. , M. S. , P. A. DEFINED BENEFIT PENSION PLAN & TRUST 2020 401k membership
Market value of plan assets 2020-12-31 1,246,199
Acturial value of plan assets 2020-12-31 1,246,199
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 0
Fundng target for terminated vested participants 2020-12-31 0
Active participant vested funding target 2020-12-31 1,013,677
Number of active participants 2020-12-31 6
Total funding liabilities for active participants 2020-12-31 1,013,677
Total participant count 2020-12-31 6
Total funding target for all participants 2020-12-31 1,013,677
Balance at beginning of prior year after applicable adjustments 2020-12-31 24,671
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 52,053
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 24,671
Amount remaining of prefunding balance 2020-12-31 52,053
Present value of excess contributions 2020-12-31 71,784
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 71,784
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 28,068
Balance of prefunding at beginning of current year 2020-12-31 59,221
Total employer contributions 2020-12-31 72,000
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 71,850
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 0
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 0
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 0
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 71,850
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: LEE R. LEGLER, D. M. D. , M. S. , P. A. DEFINED BENEFIT PENSION PLAN & TRUST 2019 401k membership
Market value of plan assets 2019-12-31 1,049,628
Acturial value of plan assets 2019-12-31 1,049,628
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 3,299
Active participant vested funding target 2019-12-31 934,973
Number of active participants 2019-12-31 6
Total funding liabilities for active participants 2019-12-31 934,973
Total participant count 2019-12-31 7
Total funding target for all participants 2019-12-31 938,272
Balance at beginning of prior year after applicable adjustments 2019-12-31 26,265
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 55,417
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 26,265
Amount remaining of prefunding balance 2019-12-31 55,417
Present value of excess contributions 2019-12-31 55,474
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 55,474
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 24,671
Balance of prefunding at beginning of current year 2019-12-31 52,053
Total employer contributions 2019-12-31 72,000
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 71,784
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 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 71,784
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: LEE R. LEGLER, D. M. D. , M. S. , P. A. DEFINED BENEFIT PENSION PLAN & TRUST 2018 401k membership
Market value of plan assets 2018-12-31 856,489
Acturial value of plan assets 2018-12-31 856,489
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 4,230
Active participant vested funding target 2018-12-31 864,383
Number of active participants 2018-12-31 7
Total funding liabilities for active participants 2018-12-31 865,660
Total participant count 2018-12-31 11
Total funding target for all participants 2018-12-31 869,890
Balance at beginning of prior year after applicable adjustments 2018-12-31 24,214
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 51,090
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 24,214
Amount remaining of prefunding balance 2018-12-31 51,090
Present value of excess contributions 2018-12-31 55,443
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 55,443
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 26,265
Balance of prefunding at beginning of current year 2018-12-31 55,417
Total employer contributions 2018-12-31 72,000
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 71,776
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 0
Net shortfall amortization installment of oustanding balance 2018-12-31 99,862
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 16,302
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 16,302
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 71,776
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: LEE R. LEGLER, D. M. D. , M. S. , P. A. DEFINED BENEFIT PENSION PLAN & TRUST 2017 401k membership
Market value of plan assets 2017-12-31 839,579
Acturial value of plan assets 2017-12-31 839,579
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 2017-12-31 704,030
Number of active participants 2017-12-31 11
Total funding liabilities for active participants 2017-12-31 705,629
Total participant count 2017-12-31 11
Total funding target for all participants 2017-12-31 705,629
Balance at beginning of prior year after applicable adjustments 2017-12-31 22,607
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 47,699
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 22,607
Amount remaining of prefunding balance 2017-12-31 47,699
Present value of excess contributions 2017-12-31 58,379
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 58,379
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 24,214
Balance of prefunding at beginning of current year 2017-12-31 51,090
Total employer contributions 2017-12-31 72,000
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 71,732
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 70,379
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 16,289
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 16,289
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 71,732
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: LEE R. LEGLER, D. M. D. , M. S. , P. A. DEFINED BENEFIT PENSION PLAN & TRUST 2016 401k membership
Market value of plan assets 2016-12-31 705,887
Acturial value of plan assets 2016-12-31 705,887
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 3
Fundng target for terminated vested participants 2016-12-31 1,303
Active participant vested funding target 2016-12-31 579,295
Number of active participants 2016-12-31 10
Total funding liabilities for active participants 2016-12-31 579,735
Total participant count 2016-12-31 13
Total funding target for all participants 2016-12-31 581,038
Balance at beginning of prior year after applicable adjustments 2016-12-31 23,379
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 49,327
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 23,379
Amount remaining of prefunding balance 2016-12-31 49,327
Present value of excess contributions 2016-12-31 41,827
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 41,827
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 22,607
Balance of prefunding at beginning of current year 2016-12-31 47,699
Total employer contributions 2016-12-31 72,000
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 71,744
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 63,514
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 13,365
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 13,365
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 71,744
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
2009: LEE R. LEGLER, D. M. D. , M. S. , P. A. DEFINED BENEFIT PENSION PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 8
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 3
Total of all active and inactive participants 2009-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 3

Measure	Date	Value
2022: LEE R. LEGLER, D. M. D. , M. S. , P. A. DEFINED BENEFIT PENSION PLAN & TRUST 2022 401k membership
Market value of plan assets	2022-12-31	1,467,730
Acturial value of plan assets	2022-12-31	1,467,730
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	0
Fundng target for terminated vested participants	2022-12-31	0
Active participant vested funding target	2022-12-31	1,077,895
Number of active participants	2022-12-31	6
Total funding liabilities for active participants	2022-12-31	1,077,895
Total participant count	2022-12-31	6
Total funding target for all participants	2022-12-31	1,077,895
Balance at beginning of prior year after applicable adjustments	2022-12-31	31,355
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	66,156
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	31,355
Amount remaining of prefunding balance	2022-12-31	66,156
Present value of excess contributions	2022-12-31	90,524
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	90,524
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	34,770
Balance of prefunding at beginning of current year	2022-12-31	73,360
Total employer contributions	2022-12-31	100,000
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	96,317
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	0
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	0
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	96,317
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: LEE R. LEGLER, D. M. D. , M. S. , P. A. DEFINED BENEFIT PENSION PLAN & TRUST 2021 401k membership
Market value of plan assets	2021-12-31	1,461,110
Acturial value of plan assets	2021-12-31	1,461,110
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	0
Fundng target for terminated vested participants	2021-12-31	0
Active participant vested funding target	2021-12-31	1,049,514
Number of active participants	2021-12-31	6
Total funding liabilities for active participants	2021-12-31	1,049,514
Total participant count	2021-12-31	6
Total funding target for all participants	2021-12-31	1,049,514
Balance at beginning of prior year after applicable adjustments	2021-12-31	28,068
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	59,221
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	28,068
Amount remaining of prefunding balance	2021-12-31	59,221
Present value of excess contributions	2021-12-31	71,850
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	71,850
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	31,355
Balance of prefunding at beginning of current year	2021-12-31	66,156
Total employer contributions	2021-12-31	90,000
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	90,524
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	0
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	0
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	90,524
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: LEE R. LEGLER, D. M. D. , M. S. , P. A. DEFINED BENEFIT PENSION PLAN & TRUST 2020 401k membership
Market value of plan assets	2020-12-31	1,246,199
Acturial value of plan assets	2020-12-31	1,246,199
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	0
Fundng target for terminated vested participants	2020-12-31	0
Active participant vested funding target	2020-12-31	1,013,677
Number of active participants	2020-12-31	6
Total funding liabilities for active participants	2020-12-31	1,013,677
Total participant count	2020-12-31	6
Total funding target for all participants	2020-12-31	1,013,677
Balance at beginning of prior year after applicable adjustments	2020-12-31	24,671
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	52,053
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	24,671
Amount remaining of prefunding balance	2020-12-31	52,053
Present value of excess contributions	2020-12-31	71,784
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	71,784
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	28,068
Balance of prefunding at beginning of current year	2020-12-31	59,221
Total employer contributions	2020-12-31	72,000
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	71,850
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	0
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	0
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	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	71,850
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: LEE R. LEGLER, D. M. D. , M. S. , P. A. DEFINED BENEFIT PENSION PLAN & TRUST 2019 401k membership
Market value of plan assets	2019-12-31	1,049,628
Acturial value of plan assets	2019-12-31	1,049,628
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	3,299
Active participant vested funding target	2019-12-31	934,973
Number of active participants	2019-12-31	6
Total funding liabilities for active participants	2019-12-31	934,973
Total participant count	2019-12-31	7
Total funding target for all participants	2019-12-31	938,272
Balance at beginning of prior year after applicable adjustments	2019-12-31	26,265
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	55,417
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	26,265
Amount remaining of prefunding balance	2019-12-31	55,417
Present value of excess contributions	2019-12-31	55,474
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	55,474
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	24,671
Balance of prefunding at beginning of current year	2019-12-31	52,053
Total employer contributions	2019-12-31	72,000
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	71,784
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	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	71,784
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: LEE R. LEGLER, D. M. D. , M. S. , P. A. DEFINED BENEFIT PENSION PLAN & TRUST 2018 401k membership
Market value of plan assets	2018-12-31	856,489
Acturial value of plan assets	2018-12-31	856,489
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	4,230
Active participant vested funding target	2018-12-31	864,383
Number of active participants	2018-12-31	7
Total funding liabilities for active participants	2018-12-31	865,660
Total participant count	2018-12-31	11
Total funding target for all participants	2018-12-31	869,890
Balance at beginning of prior year after applicable adjustments	2018-12-31	24,214
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	51,090
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	24,214
Amount remaining of prefunding balance	2018-12-31	51,090
Present value of excess contributions	2018-12-31	55,443
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	55,443
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	26,265
Balance of prefunding at beginning of current year	2018-12-31	55,417
Total employer contributions	2018-12-31	72,000
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	71,776
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	0
Net shortfall amortization installment of oustanding balance	2018-12-31	99,862
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	16,302
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	16,302
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	71,776
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: LEE R. LEGLER, D. M. D. , M. S. , P. A. DEFINED BENEFIT PENSION PLAN & TRUST 2017 401k membership
Market value of plan assets	2017-12-31	839,579
Acturial value of plan assets	2017-12-31	839,579
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	704,030
Number of active participants	2017-12-31	11
Total funding liabilities for active participants	2017-12-31	705,629
Total participant count	2017-12-31	11
Total funding target for all participants	2017-12-31	705,629
Balance at beginning of prior year after applicable adjustments	2017-12-31	22,607
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	47,699
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	22,607
Amount remaining of prefunding balance	2017-12-31	47,699
Present value of excess contributions	2017-12-31	58,379
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	58,379
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	24,214
Balance of prefunding at beginning of current year	2017-12-31	51,090
Total employer contributions	2017-12-31	72,000
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	71,732
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	70,379
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	16,289
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	16,289
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	71,732
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: LEE R. LEGLER, D. M. D. , M. S. , P. A. DEFINED BENEFIT PENSION PLAN & TRUST 2016 401k membership
Market value of plan assets	2016-12-31	705,887
Acturial value of plan assets	2016-12-31	705,887
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	3
Fundng target for terminated vested participants	2016-12-31	1,303
Active participant vested funding target	2016-12-31	579,295
Number of active participants	2016-12-31	10
Total funding liabilities for active participants	2016-12-31	579,735
Total participant count	2016-12-31	13
Total funding target for all participants	2016-12-31	581,038
Balance at beginning of prior year after applicable adjustments	2016-12-31	23,379
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	49,327
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	23,379
Amount remaining of prefunding balance	2016-12-31	49,327
Present value of excess contributions	2016-12-31	41,827
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	41,827
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	22,607
Balance of prefunding at beginning of current year	2016-12-31	47,699
Total employer contributions	2016-12-31	72,000
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	71,744
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	63,514
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	13,365
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	13,365
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	71,744
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
2009: LEE R. LEGLER, D. M. D. , M. S. , P. A. DEFINED BENEFIT PENSION PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	8
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	3
Total of all active and inactive participants	2009-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	3

Form 5500 Responses for LEE R. LEGLER, D. M. D. , M. S. , P. A. DEFINED BENEFIT PENSION PLAN & TRUST

2009: LEE R. LEGLER, D. M. D. , M. S. , P. A. DEFINED BENEFIT PENSION PLAN & TRUST 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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	LEE R. LEGLER, D.M.D., M.S., P.A.
Employer identification number (EIN):	650408798
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1993-05-26
Company Identification Number:	P93000039419
Legal Registered Office Address:	627 17TH STREET VERO BEACH 32960