401k Plan data: B. SCOTT HOOD, DDS, MS, INC. CASH BALANCE DEFINED BENEFIT PENSION PLAN plan

B. SCOTT HOOD, DDS, MS, INC. CASH BALANCE DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	B. SCOTT HOOD, DDS, MS, INC. CASH BALANCE DEFINED BENEFIT PENSION PLAN
Plan identification number	002

B. SCOTT HOOD, DDS, MS, INC. CASH BALANCE DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

B. SCOTT HOOD, DDS, MS, INC. has sponsored the creation of one or more 401k plans.

Company Name: B. SCOTT HOOD, DDS, MS, INC.

Employer identification number (EIN): 680319052

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan B. SCOTT HOOD, DDS, MS, INC. CASH BALANCE DEFINED BENEFIT PENSION PLAN

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 2015-01-01 B. SCOTT HOOD 2016-02-15
002 2014-01-01 B. SCOTT HOOD 2015-02-16
002 2013-01-01 B. SCOTT HOOD 2014-04-04

Plan Statistics for B. SCOTT HOOD, DDS, MS, INC. CASH BALANCE DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for B. SCOTT HOOD, DDS, MS, INC. CASH BALANCE DEFINED BENEFIT PENSION PLAN

Measure Date Value
2022: B. SCOTT HOOD, DDS, MS, INC. CASH BALANCE DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets 2022-12-31 1,731,508
Acturial value of plan assets 2022-12-31 1,731,508
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 1
Fundng target for terminated vested participants 2022-12-31 2,316
Active participant vested funding target 2022-12-31 1,791,766
Number of active participants 2022-12-31 10
Total funding liabilities for active participants 2022-12-31 1,791,766
Total participant count 2022-12-31 11
Total funding target for all participants 2022-12-31 1,794,082
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 179,784
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 179,784
Present value of excess contributions 2022-12-31 136,317
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 136,317
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 136,317
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 315,508
Total employer contributions 2022-12-31 77,858
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 76,963
Liquidity shortfalls end of Q1 2022-12-31 0
Liquidity shortfalls end of Q2 2022-12-31 0
Liquidity shortfalls end of Q3 2022-12-31 0
Liquidity shortfalls end of Q4 2022-12-31 0
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 2022-12-31 103,935
Net shortfall amortization installment of oustanding balance 2022-12-31 393,573
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 140,306
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 140,306
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 76,963
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: B. SCOTT HOOD, DDS, MS, INC. CASH BALANCE DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 1,627,289
Acturial value of plan assets 2021-12-31 1,627,289
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 3
Fundng target for terminated vested participants 2021-12-31 11,751
Active participant vested funding target 2021-12-31 1,549,403
Number of active participants 2021-12-31 8
Total funding liabilities for active participants 2021-12-31 1,549,403
Total participant count 2021-12-31 11
Total funding target for all participants 2021-12-31 1,561,154
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 186,241
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 14,495
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 171,746
Present value of excess contributions 2021-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 179,784
Total employer contributions 2021-12-31 148,000
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 2021-12-31 147,258
Liquidity shortfalls end of Q1 2021-12-31 0
Liquidity shortfalls end of Q2 2021-12-31 0
Liquidity shortfalls end of Q3 2021-12-31 0
Liquidity shortfalls end of Q4 2021-12-31 0
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 2021-12-31 152,885
Net shortfall amortization installment of oustanding balance 2021-12-31 122,458
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 188,699
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 98,742
Additional cash requirement 2021-12-31 89,957
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 147,258
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: B. SCOTT HOOD, DDS, MS, INC. CASH BALANCE DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 1,451,160
Acturial value of plan assets 2020-12-31 1,451,160
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 2
Fundng target for terminated vested participants 2020-12-31 5,075
Active participant vested funding target 2020-12-31 1,357,891
Number of active participants 2020-12-31 10
Total funding liabilities for active participants 2020-12-31 1,358,473
Total participant count 2020-12-31 12
Total funding target for all participants 2020-12-31 1,363,548
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 159,652
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 2020-12-31 159,652
Present value of excess contributions 2020-12-31 4,110
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 4,110
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 4,110
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 2020-12-31 186,241
Total employer contributions 2020-12-31 180,000
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 2020-12-31 183,583
Liquidity shortfalls end of Q1 2020-12-31 0
Liquidity shortfalls end of Q2 2020-12-31 0
Liquidity shortfalls end of Q3 2020-12-31 0
Liquidity shortfalls end of Q4 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 2020-12-31 185,297
Net shortfall amortization installment of oustanding balance 2020-12-31 105,855
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 214,758
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 31,175
Additional cash requirement 2020-12-31 183,583
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 183,583
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: B. SCOTT HOOD, DDS, MS, INC. CASH BALANCE DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,200,650
Acturial value of plan assets 2019-12-31 1,200,650
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 0
Fundng target for terminated vested participants 2019-12-31 0
Active participant vested funding target 2019-12-31 1,073,365
Number of active participants 2019-12-31 10
Total funding liabilities for active participants 2019-12-31 1,073,365
Total participant count 2019-12-31 10
Total funding target for all participants 2019-12-31 1,073,365
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 111,131
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 2019-12-31 111,131
Present value of excess contributions 2019-12-31 51,877
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 51,877
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 51,877
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 2019-12-31 159,652
Total employer contributions 2019-12-31 180,000
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 2019-12-31 184,932
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 2019-12-31 150,935
Net shortfall amortization installment of oustanding balance 2019-12-31 133,336
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 180,823
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 2019-12-31 180,823
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 184,932
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: B. SCOTT HOOD, DDS, MS, INC. CASH BALANCE DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 815,809
Acturial value of plan assets 2018-12-31 815,809
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 0
Fundng target for terminated vested participants 2018-12-31 0
Active participant vested funding target 2018-12-31 854,659
Number of active participants 2018-12-31 0
Total funding liabilities for active participants 2018-12-31 854,659
Total participant count 2018-12-31 0
Total funding target for all participants 2018-12-31 854,659
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 140,034
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 9,430
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 130,604
Present value of excess contributions 2018-12-31 1,858
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 1,868
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 1,868
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 2018-12-31 141,131
Total employer contributions 2018-12-31 225,000
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 2018-12-31 230,054
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 2018-12-31 148,289
Net shortfall amortization installment of oustanding balance 2018-12-31 188,223
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 183,361
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 2018-12-31 183,361
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 230,054
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: B. SCOTT HOOD, DDS, MS, INC. CASH BALANCE DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 716,154
Acturial value of plan assets 2017-12-31 716,154
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 2017-12-31 638,947
Number of active participants 2017-12-31 10
Total funding liabilities for active participants 2017-12-31 638,947
Total participant count 2017-12-31 10
Total funding target for all participants 2017-12-31 638,947
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 59,722
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 59,722
Present value of excess contributions 2017-12-31 77,577
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 77,577
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 77,577
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 2017-12-31 140,034
Total employer contributions 2017-12-31 130,000
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 2017-12-31 133,395
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 2017-12-31 127,381
Net shortfall amortization installment of oustanding balance 2017-12-31 71,285
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 141,537
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 10,000
Additional cash requirement 2017-12-31 131,537
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 133,395
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: B. SCOTT HOOD, DDS, MS, INC. CASH BALANCE DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 460,761
Acturial value of plan assets 2016-12-31 460,761
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 0
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 460,777
Number of active participants 2016-12-31 9
Total funding liabilities for active participants 2016-12-31 460,777
Total participant count 2016-12-31 9
Total funding target for all participants 2016-12-31 460,777
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 73,413
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 10,455
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 62,958
Present value of excess contributions 2016-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 0
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 59,722
Total employer contributions 2016-12-31 207,566
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 2016-12-31 210,584
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 2016-12-31 121,490
Net shortfall amortization installment of oustanding balance 2016-12-31 63,465
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 133,007
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 2016-12-31 133,007
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 210,584
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2022: B. SCOTT HOOD, DDS, MS, INC. CASH BALANCE DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	1,731,508
Acturial value of plan assets	2022-12-31	1,731,508
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	1
Fundng target for terminated vested participants	2022-12-31	2,316
Active participant vested funding target	2022-12-31	1,791,766
Number of active participants	2022-12-31	10
Total funding liabilities for active participants	2022-12-31	1,791,766
Total participant count	2022-12-31	11
Total funding target for all participants	2022-12-31	1,794,082
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	179,784
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	179,784
Present value of excess contributions	2022-12-31	136,317
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	136,317
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	136,317
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	315,508
Total employer contributions	2022-12-31	77,858
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	76,963
Liquidity shortfalls end of Q1	2022-12-31	0
Liquidity shortfalls end of Q2	2022-12-31	0
Liquidity shortfalls end of Q3	2022-12-31	0
Liquidity shortfalls end of Q4	2022-12-31	0
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	103,935
Net shortfall amortization installment of oustanding balance	2022-12-31	393,573
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	140,306
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	140,306
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	76,963
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: B. SCOTT HOOD, DDS, MS, INC. CASH BALANCE DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	1,627,289
Acturial value of plan assets	2021-12-31	1,627,289
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	3
Fundng target for terminated vested participants	2021-12-31	11,751
Active participant vested funding target	2021-12-31	1,549,403
Number of active participants	2021-12-31	8
Total funding liabilities for active participants	2021-12-31	1,549,403
Total participant count	2021-12-31	11
Total funding target for all participants	2021-12-31	1,561,154
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	186,241
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	14,495
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	171,746
Present value of excess contributions	2021-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	179,784
Total employer contributions	2021-12-31	148,000
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	147,258
Liquidity shortfalls end of Q1	2021-12-31	0
Liquidity shortfalls end of Q2	2021-12-31	0
Liquidity shortfalls end of Q3	2021-12-31	0
Liquidity shortfalls end of Q4	2021-12-31	0
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	152,885
Net shortfall amortization installment of oustanding balance	2021-12-31	122,458
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	188,699
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	98,742
Additional cash requirement	2021-12-31	89,957
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	147,258
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: B. SCOTT HOOD, DDS, MS, INC. CASH BALANCE DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	1,451,160
Acturial value of plan assets	2020-12-31	1,451,160
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	2
Fundng target for terminated vested participants	2020-12-31	5,075
Active participant vested funding target	2020-12-31	1,357,891
Number of active participants	2020-12-31	10
Total funding liabilities for active participants	2020-12-31	1,358,473
Total participant count	2020-12-31	12
Total funding target for all participants	2020-12-31	1,363,548
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	159,652
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	159,652
Present value of excess contributions	2020-12-31	4,110
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	4,110
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	4,110
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	186,241
Total employer contributions	2020-12-31	180,000
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	183,583
Liquidity shortfalls end of Q1	2020-12-31	0
Liquidity shortfalls end of Q2	2020-12-31	0
Liquidity shortfalls end of Q3	2020-12-31	0
Liquidity shortfalls end of Q4	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	185,297
Net shortfall amortization installment of oustanding balance	2020-12-31	105,855
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	214,758
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	31,175
Additional cash requirement	2020-12-31	183,583
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	183,583
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: B. SCOTT HOOD, DDS, MS, INC. CASH BALANCE DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,200,650
Acturial value of plan assets	2019-12-31	1,200,650
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	0
Fundng target for terminated vested participants	2019-12-31	0
Active participant vested funding target	2019-12-31	1,073,365
Number of active participants	2019-12-31	10
Total funding liabilities for active participants	2019-12-31	1,073,365
Total participant count	2019-12-31	10
Total funding target for all participants	2019-12-31	1,073,365
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	111,131
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	111,131
Present value of excess contributions	2019-12-31	51,877
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	51,877
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	51,877
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	159,652
Total employer contributions	2019-12-31	180,000
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	184,932
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	150,935
Net shortfall amortization installment of oustanding balance	2019-12-31	133,336
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	180,823
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	180,823
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	184,932
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: B. SCOTT HOOD, DDS, MS, INC. CASH BALANCE DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	815,809
Acturial value of plan assets	2018-12-31	815,809
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	0
Fundng target for terminated vested participants	2018-12-31	0
Active participant vested funding target	2018-12-31	854,659
Number of active participants	2018-12-31	0
Total funding liabilities for active participants	2018-12-31	854,659
Total participant count	2018-12-31	0
Total funding target for all participants	2018-12-31	854,659
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	140,034
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	9,430
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	130,604
Present value of excess contributions	2018-12-31	1,858
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	1,868
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	1,868
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	141,131
Total employer contributions	2018-12-31	225,000
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	230,054
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	148,289
Net shortfall amortization installment of oustanding balance	2018-12-31	188,223
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	183,361
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	183,361
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	230,054
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: B. SCOTT HOOD, DDS, MS, INC. CASH BALANCE DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	716,154
Acturial value of plan assets	2017-12-31	716,154
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	638,947
Number of active participants	2017-12-31	10
Total funding liabilities for active participants	2017-12-31	638,947
Total participant count	2017-12-31	10
Total funding target for all participants	2017-12-31	638,947
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	59,722
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	59,722
Present value of excess contributions	2017-12-31	77,577
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	77,577
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	77,577
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	140,034
Total employer contributions	2017-12-31	130,000
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	133,395
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	127,381
Net shortfall amortization installment of oustanding balance	2017-12-31	71,285
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	141,537
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	10,000
Additional cash requirement	2017-12-31	131,537
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	133,395
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: B. SCOTT HOOD, DDS, MS, INC. CASH BALANCE DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	460,761
Acturial value of plan assets	2016-12-31	460,761
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	460,777
Number of active participants	2016-12-31	9
Total funding liabilities for active participants	2016-12-31	460,777
Total participant count	2016-12-31	9
Total funding target for all participants	2016-12-31	460,777
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	73,413
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	10,455
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	62,958
Present value of excess contributions	2016-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
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	59,722
Total employer contributions	2016-12-31	207,566
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	210,584
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	121,490
Net shortfall amortization installment of oustanding balance	2016-12-31	63,465
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	133,007
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	133,007
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	210,584
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	B. SCOTT HOOD, DDS, MS, INC.
Employer identification number (EIN):	680319052
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator 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	2015-01-01	B. SCOTT HOOD	2016-02-15
002	2014-01-01	B. SCOTT HOOD	2015-02-16
002	2013-01-01	B. SCOTT HOOD	2014-04-04