| Plan Name | DAVID W. TODD, DMD, MD, PLLC CASH BALANCE PENSION PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Benefit Pension |
| Plan Features/Benefits |
|
| Company Name: | DAVID W. TODD, DMD, MD, PLLC |
| Employer identification number (EIN): | 161463850 |
| NAIC Classification: | 621111 |
| NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Additional information about DAVID W. TODD, DMD, MD, PLLC
| Jurisdiction of Incorporation: | New York Department of State |
| Incorporation Date: | 2011-04-15 |
| Company Identification Number: | 4082381 |
| Legal Registered Office Address: |
120 SOUTHWESTERN DRIVE Chautauqua LAKEWOOD United States of America (USA) 14750 |
More information about DAVID W. TODD, DMD, MD, PLLC
| 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 | 2007-01-01 | DAVID W. TOOD, DMD, MD |
| Measure | Date | Value |
|---|---|---|
| 2025 : DAVID W. TODD, DMD, MD, PLLC CASH BALANCE PENSION PLAN 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-06-23 | 1854695 |
| Net assets as of the end of the plan year | 2025-06-23 | 895082 |
| Total assets as of the beginning of the plan year | 2025-06-23 | 2188098 |
| Value of plan covered by a fidelity bond | 2025-06-23 | 350000 |
| Other income to plan in this plan year | 2025-06-23 | 261679 |
| Plan net income in this plan year | 2025-06-23 | -1293016 |
| Net assets as of the end of the plan year | 2025-06-23 | 895082 |
| Net assets as of the beginning of the plan year | 2025-06-23 | 2188098 |
| Employer contributions to plan in this plan year | 2025-06-23 | 300000 |
| 2024 : DAVID W. TODD, DMD, MD, PLLC CASH BALANCE PENSION PLAN 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-09-16 | 2085 |
| Net assets as of the end of the plan year | 2024-09-16 | 2188098 |
| Total assets as of the beginning of the plan year | 2024-09-16 | 1704258 |
| Value of plan covered by a fidelity bond | 2024-09-16 | 350000 |
| Other income to plan in this plan year | 2024-09-16 | 198896 |
| Plan net income in this plan year | 2024-09-16 | 483840 |
| Net assets as of the end of the plan year | 2024-09-16 | 2188098 |
| Net assets as of the beginning of the plan year | 2024-09-16 | 1704258 |
| Employer contributions to plan in this plan year | 2024-09-16 | 287029 |
| 2007: DAVID W. TODD, DMD, MD, PLLC CASH BALANCE PENSION PLAN 2007 form 5500 responses | ||
|---|---|---|
| 2007-01-01 | Type of plan entity | Single employer plan |
| 2007-01-01 | Submission has been amended | Yes |
| 2007-01-01 | This submission is the final filing | Yes |
| 2007-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2007-01-01 | Plan is a collectively bargained plan | No |
| 2007-01-01 | Plan funding arrangement – Trust | Yes |
| 2007-01-01 | Plan benefit arrangement - Trust | Yes |