Gerard W. Huerter, Jr., D.D.S., Chartered

Form 5500

GERARD W. HUERTER, JR., D.D.S., CHARTERED

8919 Parallel Parkway, Suite 450, Kansas City, Ks 66112 (913) 334-3055 EIN:48-0769707 Plan Admin:Gerard Huerter Jr

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameGERARD W. HUERTER, JR., D.D.S. CHARTERED 401(K) PLAN Plan #002 Participants BOY/EOY12 / 13 Assets BOY/EOY$2,421,348 / $2,934,145	2023	GERARD W. HUERTER, JR., D.D.S. CHARTERED 401(K) PLAN - Plan #002	12 / 13	$2,421,348 / $2,934,145
2022	Plan NameGERARD W. HUERTER, JR., D.D.S. CHARTERED 401(K) PLAN Plan #002 Participants BOY/EOY11 / 12 Assets BOY/EOY$2,744,896 / $2,421,348	2022	GERARD W. HUERTER, JR., D.D.S. CHARTERED 401(K) PLAN - Plan #002	11 / 12	$2,744,896 / $2,421,348
2022	Plan NameGERARD W. HUERTER, JR., D.D.S., CHARTERED DEFINED BENEFIT CASH BALANCE PLAN & TRUST Plan #003 Participants BOY/EOY9 / 9 Assets BOY/EOY$1,042,109 / $1,034,204	2022	GERARD W. HUERTER, JR., D.D.S., CHARTERED DEFINED BENEFIT CASH BALANCE PLAN & TRUST - Plan #003	9 / 9	$1,042,109 / $1,034,204
2021	Plan NameGERARD W. HUERTER, JR., D.D.S. CHARTERED 401(K) PLAN Plan #002 Participants BOY/EOY10 / 10 Assets BOY/EOY$2,268,333 / $2,744,896	2021	GERARD W. HUERTER, JR., D.D.S. CHARTERED 401(K) PLAN - Plan #002	10 / 10	$2,268,333 / $2,744,896
2021	Plan NameGERARD W. HUERTER, JR., D.D.S., CHARTERED DEFINED BENEFIT CASH BALANCE PLAN & TRUST Plan #003 Participants BOY/EOY9 / 8 Assets BOY/EOY$871,590 / $1,042,109	2021	GERARD W. HUERTER, JR., D.D.S., CHARTERED DEFINED BENEFIT CASH BALANCE PLAN & TRUST - Plan #003	9 / 8	$871,590 / $1,042,109
2020	Plan NameGERARD W. HUERTER, JR., D.D.S. CHARTERED 401(K) PLAN Plan #002 Participants BOY/EOY8 / 9 Assets BOY/EOY$2,031,531 / $2,268,333	2020	GERARD W. HUERTER, JR., D.D.S. CHARTERED 401(K) PLAN - Plan #002	8 / 9	$2,031,531 / $2,268,333
2020	Plan NameGERARD W. HUERTER, JR., D.D.S., CHARTERED DEFINED BENEFIT CASH BALANCE PLAN & TRUST Plan #003 Participants BOY/EOY6 / 8 Assets BOY/EOY$743,910 / $871,590	2020	GERARD W. HUERTER, JR., D.D.S., CHARTERED DEFINED BENEFIT CASH BALANCE PLAN & TRUST - Plan #003	6 / 8	$743,910 / $871,590
2019	Plan NameGERARD W. HUERTER, JR., D.D.S. CHARTERED 401(K) PLAN Plan #002 Participants BOY/EOY10 / 7 Assets BOY/EOY$1,653,298 / $2,031,531	2019	GERARD W. HUERTER, JR., D.D.S. CHARTERED 401(K) PLAN - Plan #002	10 / 7	$1,653,298 / $2,031,531
2019	Plan NameGERARD W. HUERTER, JR., D.D.S. CHARTERED DEFINED BENEFIT CASH BALANCE PLAN & TRUST Plan #003 Participants BOY/EOY7 / 5 Assets BOY/EOY$563,590 / $743,910	2019	GERARD W. HUERTER, JR., D.D.S. CHARTERED DEFINED BENEFIT CASH BALANCE PLAN & TRUST - Plan #003	7 / 5	$563,590 / $743,910