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DAVID E. PAQUETTE, DDS, MS, MSD, PA CASH BALANCE PENSION PLAN 401k Plan overview

Plan NameDAVID E. PAQUETTE, DDS, MS, MSD, PA CASH BALANCE PENSION PLAN
Plan identification number 002

DAVID E. PAQUETTE, DDS, MS, MSD, PA CASH BALANCE PENSION PLAN Benefits

401k Plan TypeDefined 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).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

DAVID E. PAQUETTE, DDS, MS, MSD, PA has sponsored the creation of one or more 401k plans.

Company Name:DAVID E. PAQUETTE, DDS, MS, MSD, PA
Employer identification number (EIN):010905365
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID E. PAQUETTE, DDS, MS, MSD, PA CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01DAVID E. PAQUETTE2023-03-14
0022021-01-01DAVID E. PAQUETTE2022-06-01
0022020-01-01DAVID E. PAQUETTE2021-07-30
0022019-01-01DAVID E. PAQUETTE2020-03-03
0022018-01-01DAVID E. PAQUETTE2019-04-02
0022017-01-01DAVID E. PAQUETTE2018-03-15
0022016-01-01DAVID E. PAQUETTE2017-08-01
0022015-01-01DAVID E. PAQUETTE2016-06-27
0022014-01-01DAVID E. PAQUETTE2015-05-21
0022013-01-01DAVID E. PAQUETTE
0022012-01-01DAVID E. PAQUETTE

Financial Data on DAVID E. PAQUETTE, DDS, MS, MSD, PA CASH BALANCE PENSION PLAN

Measure Date Value
2013 : DAVID E. PAQUETTE, DDS, MS, MSD, PA CASH BALANCE PENSION PLAN 2013 401k financial data
Total income from all sources2013-12-31$87,530
Total plan assets at end of year2013-12-31$158,975
Total plan assets at beginning of year2013-12-31$71,445
Value of fidelity bond covering the plan2013-12-31$100,000
Other income received2013-12-31$2,530
Net income (gross income less expenses)2013-12-31$87,530
Net plan assets at end of year (total assets less liabilities)2013-12-31$158,975
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$71,445
Total contributions received or receivable from employer(s)2013-12-31$85,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : DAVID E. PAQUETTE, DDS, MS, MSD, PA CASH BALANCE PENSION PLAN 2012 401k financial data
Total income from all sources2012-12-31$71,445
Total plan assets at end of year2012-12-31$71,445
Total plan assets at beginning of year2012-12-31$0
Value of fidelity bond covering the plan2012-12-31$10,000
Other income received2012-12-31$239
Net income (gross income less expenses)2012-12-31$71,445
Net plan assets at end of year (total assets less liabilities)2012-12-31$71,445
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$0
Total contributions received or receivable from employer(s)2012-12-31$71,206
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0

Form 5500 Responses for DAVID E. PAQUETTE, DDS, MS, MSD, PA CASH BALANCE PENSION PLAN

2013: DAVID E. PAQUETTE, DDS, MS, MSD, PA CASH BALANCE PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: DAVID E. PAQUETTE, DDS, MS, MSD, PA CASH BALANCE PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01First time form 5500 has been submittedYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

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