401k Plan data: PERIODONTICS ASSOCIATES, LLP CASH BALANCE PLAN plan

PERIODONTICS ASSOCIATES, LLP CASH BALANCE PLAN 401k Plan overview

Plan Name	PERIODONTICS ASSOCIATES, LLP CASH BALANCE PLAN
Plan identification number	005

PERIODONTICS ASSOCIATES, LLP CASH BALANCE PLAN 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).

401k Sponsoring company profile

PERIODONTICS ASSOCIATES, LLP has sponsored the creation of one or more 401k plans.

Company Name: PERIODONTICS ASSOCIATES, LLP

Employer identification number (EIN): 721406624

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERIODONTICS ASSOCIATES, LLP CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
005 2022-01-01
005 2021-01-01
005 2020-01-01
005 2019-01-01
005 2018-01-01
005 2017-01-01
005 2016-01-01
005 2015-01-01
005 2014-01-01 M. RANDAL COMEAUX 2015-07-23
005 2013-01-01 M. RANDAL COMEAUX 2014-10-02
005 2012-01-01 M. RANDAL COMEAUX 2013-07-20
005 2011-01-01 M. RANDAL COMEAUX 2012-10-11
005 2010-01-01 M. RANDAL COMEAUX 2011-09-27

Plan Statistics for PERIODONTICS ASSOCIATES, LLP CASH BALANCE PLAN

401k plan membership statisitcs for PERIODONTICS ASSOCIATES, LLP CASH BALANCE PLAN

Measure Date Value
2022: PERIODONTICS ASSOCIATES, LLP CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-30 1,527,579
Acturial value of plan assets 2022-12-30 1,527,579
Funding target for retired participants and beneficiaries receiving payment 2022-12-30 771,346
Number of terminated vested participants 2022-12-30 0
Fundng target for terminated vested participants 2022-12-30 0
Active participant vested funding target 2022-12-30 900,725
Number of active participants 2022-12-30 8
Total funding liabilities for active participants 2022-12-30 900,725
Total participant count 2022-12-30 9
Total funding target for all participants 2022-12-30 1,672,071
Balance at beginning of prior year after applicable adjustments 2022-12-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-30 97,743
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-30 0
Prefunding balanced used to offset prior years funding requirement 2022-12-30 0
Amount remaining of carryover balance 2022-12-30 0
Amount remaining of prefunding balance 2022-12-30 97,743
Present value of excess contributions 2022-12-30 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-30 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-30 0
Reductions in caryover balances due to elections or deemed elections 2022-12-30 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-30 0
Balance of carryovers at beginning of current year 2022-12-30 0
Balance of prefunding at beginning of current year 2022-12-30 112,766
Total employer contributions 2022-12-30 154,436
Total employee contributions 2022-12-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-30 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-30 151,061
Unpaid minimum required contributions for all prior years 2022-12-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-30 0
Remaining amount of unpaid minimum required contributions 2022-12-30 0
Minimum required contributions for current year target normal cost 2022-12-30 76,468
Net shortfall amortization installment of oustanding balance 2022-12-30 263,055
Waiver amortization installment 2022-12-30 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-30 100,710
Carryover balance elected to use to offset funding requirement 2022-12-30 0
Prefunding balance elected to use to offset funding requirement 2022-12-30 0
Additional cash requirement 2022-12-30 100,710
Contributions allocatedtoward minimum required contributions for current year 2022-12-30 151,061
Unpaid minimum required contributions for current year 2022-12-30 0
Unpaid minimum required contributions for all years 2022-12-30 0
2021: PERIODONTICS ASSOCIATES, LLP CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 1,833,765
Acturial value of plan assets 2021-12-31 1,833,765
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 1,536,579
Number of active participants 2021-12-31 9
Total funding liabilities for active participants 2021-12-31 1,536,579
Total participant count 2021-12-31 9
Total funding target for all participants 2021-12-31 1,536,579
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 89,173
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 0
Amount remaining of prefunding balance 2021-12-31 89,173
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 97,743
Total employer contributions 2021-12-31 0
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 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 76,409
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 0
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: PERIODONTICS ASSOCIATES, LLP CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 1,613,655
Acturial value of plan assets 2020-12-31 1,613,655
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 1
Fundng target for terminated vested participants 2020-12-31 2,335
Active participant vested funding target 2020-12-31 1,428,930
Number of active participants 2020-12-31 11
Total funding liabilities for active participants 2020-12-31 1,428,930
Total participant count 2020-12-31 12
Total funding target for all participants 2020-12-31 1,431,265
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 78,278
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 78,278
Present value of excess contributions 2020-12-31 93
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 93
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 93
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 89,173
Total employer contributions 2020-12-31 0
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 0
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 79,336
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 0
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: PERIODONTICS ASSOCIATES, LLP CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,369,729
Acturial value of plan assets 2019-12-31 1,369,729
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 2,193
Active participant vested funding target 2019-12-31 1,292,498
Number of active participants 2019-12-31 13
Total funding liabilities for active participants 2019-12-31 1,292,498
Total participant count 2019-12-31 14
Total funding target for all participants 2019-12-31 1,294,691
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 108,414
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 27,922
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 80,492
Present value of excess contributions 2019-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 78,278
Total employer contributions 2019-12-31 109,100
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 2019-12-31 101,635
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 78,865
Net shortfall amortization installment of oustanding balance 2019-12-31 121,450
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 101,542
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 2019-12-31 101,542
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 101,635
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: PERIODONTICS ASSOCIATES, LLP CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,131,836
Acturial value of plan assets 2018-12-31 1,131,836
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 1
Fundng target for terminated vested participants 2018-12-31 2,049
Active participant vested funding target 2018-12-31 1,153,934
Number of active participants 2018-12-31 12
Total funding liabilities for active participants 2018-12-31 1,153,934
Total participant count 2018-12-31 13
Total funding target for all participants 2018-12-31 1,155,983
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 98,862
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 4,466
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 94,396
Present value of excess contributions 2018-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 108,414
Total employer contributions 2018-12-31 78,155
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 72,374
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 78,885
Net shortfall amortization installment of oustanding balance 2018-12-31 137,494
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 101,562
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 29,188
Additional cash requirement 2018-12-31 72,374
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 72,374
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: PERIODONTICS ASSOCIATES, LLP CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,083,290
Acturial value of plan assets 2017-12-31 1,083,290
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 2017-12-31 983,830
Number of active participants 2017-12-31 13
Total funding liabilities for active participants 2017-12-31 983,830
Total participant count 2017-12-31 13
Total funding target for all participants 2017-12-31 983,830
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 82,056
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 82,056
Present value of excess contributions 2017-12-31 16,322
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 16,322
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 16,322
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 98,862
Total employer contributions 2017-12-31 79,000
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 73,052
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 76,877
Net shortfall amortization installment of oustanding balance 2017-12-31 4,622
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 77,753
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 4,701
Additional cash requirement 2017-12-31 73,052
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 73,052
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: PERIODONTICS ASSOCIATES, LLP CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 869,159
Acturial value of plan assets 2016-12-31 869,159
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 1
Fundng target for terminated vested participants 2016-12-31 10,440
Active participant vested funding target 2016-12-31 822,824
Number of active participants 2016-12-31 13
Total funding liabilities for active participants 2016-12-31 822,824
Total participant count 2016-12-31 14
Total funding target for all participants 2016-12-31 833,264
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 106,460
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 23,975
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 82,485
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 82,056
Total employer contributions 2016-12-31 97,000
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 90,278
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 73,474
Net shortfall amortization installment of oustanding balance 2016-12-31 2,576
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 73,956
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 73,956
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 90,278
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: PERIODONTICS ASSOCIATES, LLP CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-30	1,527,579
Acturial value of plan assets	2022-12-30	1,527,579
Funding target for retired participants and beneficiaries receiving payment	2022-12-30	771,346
Number of terminated vested participants	2022-12-30	0
Fundng target for terminated vested participants	2022-12-30	0
Active participant vested funding target	2022-12-30	900,725
Number of active participants	2022-12-30	8
Total funding liabilities for active participants	2022-12-30	900,725
Total participant count	2022-12-30	9
Total funding target for all participants	2022-12-30	1,672,071
Balance at beginning of prior year after applicable adjustments	2022-12-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-30	97,743
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-30	0
Prefunding balanced used to offset prior years funding requirement	2022-12-30	0
Amount remaining of carryover balance	2022-12-30	0
Amount remaining of prefunding balance	2022-12-30	97,743
Present value of excess contributions	2022-12-30	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-30	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-30	0
Reductions in caryover balances due to elections or deemed elections	2022-12-30	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-30	0
Balance of carryovers at beginning of current year	2022-12-30	0
Balance of prefunding at beginning of current year	2022-12-30	112,766
Total employer contributions	2022-12-30	154,436
Total employee contributions	2022-12-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-30	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-30	151,061
Unpaid minimum required contributions for all prior years	2022-12-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-30	0
Remaining amount of unpaid minimum required contributions	2022-12-30	0
Minimum required contributions for current year target normal cost	2022-12-30	76,468
Net shortfall amortization installment of oustanding balance	2022-12-30	263,055
Waiver amortization installment	2022-12-30	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-30	100,710
Carryover balance elected to use to offset funding requirement	2022-12-30	0
Prefunding balance elected to use to offset funding requirement	2022-12-30	0
Additional cash requirement	2022-12-30	100,710
Contributions allocatedtoward minimum required contributions for current year	2022-12-30	151,061
Unpaid minimum required contributions for current year	2022-12-30	0
Unpaid minimum required contributions for all years	2022-12-30	0
2021: PERIODONTICS ASSOCIATES, LLP CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	1,833,765
Acturial value of plan assets	2021-12-31	1,833,765
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	1,536,579
Number of active participants	2021-12-31	9
Total funding liabilities for active participants	2021-12-31	1,536,579
Total participant count	2021-12-31	9
Total funding target for all participants	2021-12-31	1,536,579
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	89,173
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	0
Amount remaining of prefunding balance	2021-12-31	89,173
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	97,743
Total employer contributions	2021-12-31	0
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	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	76,409
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	0
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: PERIODONTICS ASSOCIATES, LLP CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	1,613,655
Acturial value of plan assets	2020-12-31	1,613,655
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	1
Fundng target for terminated vested participants	2020-12-31	2,335
Active participant vested funding target	2020-12-31	1,428,930
Number of active participants	2020-12-31	11
Total funding liabilities for active participants	2020-12-31	1,428,930
Total participant count	2020-12-31	12
Total funding target for all participants	2020-12-31	1,431,265
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	78,278
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	78,278
Present value of excess contributions	2020-12-31	93
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	93
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	93
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	89,173
Total employer contributions	2020-12-31	0
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	0
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	79,336
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	0
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: PERIODONTICS ASSOCIATES, LLP CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,369,729
Acturial value of plan assets	2019-12-31	1,369,729
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	2,193
Active participant vested funding target	2019-12-31	1,292,498
Number of active participants	2019-12-31	13
Total funding liabilities for active participants	2019-12-31	1,292,498
Total participant count	2019-12-31	14
Total funding target for all participants	2019-12-31	1,294,691
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	108,414
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	27,922
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	80,492
Present value of excess contributions	2019-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	78,278
Total employer contributions	2019-12-31	109,100
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	101,635
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	78,865
Net shortfall amortization installment of oustanding balance	2019-12-31	121,450
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	101,542
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	101,542
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	101,635
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: PERIODONTICS ASSOCIATES, LLP CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,131,836
Acturial value of plan assets	2018-12-31	1,131,836
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	1
Fundng target for terminated vested participants	2018-12-31	2,049
Active participant vested funding target	2018-12-31	1,153,934
Number of active participants	2018-12-31	12
Total funding liabilities for active participants	2018-12-31	1,153,934
Total participant count	2018-12-31	13
Total funding target for all participants	2018-12-31	1,155,983
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	98,862
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	4,466
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	94,396
Present value of excess contributions	2018-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	108,414
Total employer contributions	2018-12-31	78,155
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	72,374
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	78,885
Net shortfall amortization installment of oustanding balance	2018-12-31	137,494
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	101,562
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	29,188
Additional cash requirement	2018-12-31	72,374
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	72,374
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: PERIODONTICS ASSOCIATES, LLP CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,083,290
Acturial value of plan assets	2017-12-31	1,083,290
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	983,830
Number of active participants	2017-12-31	13
Total funding liabilities for active participants	2017-12-31	983,830
Total participant count	2017-12-31	13
Total funding target for all participants	2017-12-31	983,830
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	82,056
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	82,056
Present value of excess contributions	2017-12-31	16,322
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	16,322
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	16,322
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	98,862
Total employer contributions	2017-12-31	79,000
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	73,052
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	76,877
Net shortfall amortization installment of oustanding balance	2017-12-31	4,622
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	77,753
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	4,701
Additional cash requirement	2017-12-31	73,052
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	73,052
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: PERIODONTICS ASSOCIATES, LLP CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	869,159
Acturial value of plan assets	2016-12-31	869,159
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	1
Fundng target for terminated vested participants	2016-12-31	10,440
Active participant vested funding target	2016-12-31	822,824
Number of active participants	2016-12-31	13
Total funding liabilities for active participants	2016-12-31	822,824
Total participant count	2016-12-31	14
Total funding target for all participants	2016-12-31	833,264
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	106,460
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	23,975
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	82,485
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	82,056
Total employer contributions	2016-12-31	97,000
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	90,278
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	73,474
Net shortfall amortization installment of oustanding balance	2016-12-31	2,576
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	73,956
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	73,956
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	90,278
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

Potentially related plans

PERIODONTICS ASSOCIATES, LLP 401K PROFIT SHARING PLAN [EIN = 720780012]

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Company Name:	PERIODONTICS ASSOCIATES, LLP
Employer identification number (EIN):	721406624
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
005	2022-01-01
005	2021-01-01
005	2020-01-01
005	2019-01-01
005	2018-01-01
005	2017-01-01
005	2016-01-01
005	2015-01-01
005	2014-01-01	M. RANDAL COMEAUX	2015-07-23
005	2013-01-01	M. RANDAL COMEAUX	2014-10-02
005	2012-01-01	M. RANDAL COMEAUX	2013-07-20
005	2011-01-01	M. RANDAL COMEAUX	2012-10-11
005	2010-01-01	M. RANDAL COMEAUX	2011-09-27