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GARY L. WEINBERGER, D.D.S., P.C. CASH BALANCE PLAN AND TRUST 401k Plan overview

Plan NameGARY L. WEINBERGER, D.D.S., P.C. CASH BALANCE PLAN AND TRUST
Plan identification number 002

GARY L. WEINBERGER, D.D.S., P.C. CASH BALANCE PLAN AND TRUST 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).
  • 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

GARY L. WEINBERGER, D.D.S., P.C. has sponsored the creation of one or more 401k plans.

Company Name:GARY L. WEINBERGER, D.D.S., P.C.
Employer identification number (EIN):112584874
NAIC Classification:621210
NAIC Description:Offices of Dentists

Additional information about GARY L. WEINBERGER, D.D.S., P.C.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1981-11-04
Company Identification Number: 731559
Legal Registered Office Address: 1097 OLD COUNTRY ROAD
SUITE 203
PLAINVIEW
United States of America (USA)
118034912

More information about GARY L. WEINBERGER, D.D.S., P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GARY L. WEINBERGER, D.D.S., P.C. CASH BALANCE PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01

Financial Data on GARY L. WEINBERGER, D.D.S., P.C. CASH BALANCE PLAN AND TRUST

Measure Date Value
2024 : GARY L. WEINBERGER, D.D.S., P.C. CASH BALANCE PLAN AND TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-030
Total liabilities as of the end of the plan year2024-06-030
Total liabilities as of the beginning of the plan year2024-06-030
Total expenses incurred by plan in this plan year2024-06-034460
Net assets as of the end of the plan year2024-06-031134772
Total assets as of the beginning of the plan year2024-06-03739059
Value of plan covered by a fidelity bond2024-06-03385000
Participant contributions to plan in this plan year2024-06-030
Other expenses paid from plan in this plan year2024-06-030
Other contributions to plan in this plan year2024-06-030
Other income to plan in this plan year2024-06-03214922
Plan net income in this plan year2024-06-03395713
Net assets as of the end of the plan year2024-06-031134772
Net assets as of the beginning of the plan year2024-06-03739059
Employer contributions to plan in this plan year2024-06-03185251
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-030
2022 : GARY L. WEINBERGER, D.D.S., P.C. CASH BALANCE PLAN AND TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-08-170
Total liabilities as of the end of the plan year2022-08-170
Total liabilities as of the beginning of the plan year2022-08-170
Total expenses incurred by plan in this plan year2022-08-170
Net assets as of the end of the plan year2022-08-17749859
Total assets as of the beginning of the plan year2022-08-17468109
Value of plan covered by a fidelity bond2022-08-17385000
Participant contributions to plan in this plan year2022-08-170
Other expenses paid from plan in this plan year2022-08-170
Other contributions to plan in this plan year2022-08-170
Other income to plan in this plan year2022-08-17129955
Plan net income in this plan year2022-08-17281750
Net assets as of the end of the plan year2022-08-17749859
Net assets as of the beginning of the plan year2022-08-17468109
Employer contributions to plan in this plan year2022-08-17151795
Expensese paid to adminstrative service provicers from plan in this plan year2022-08-170

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