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DAVID W. TODD, DMD, MD, PLLC CASH BALANCE PENSION PLAN 401k Plan overview

Plan NameDAVID W. TODD, DMD, MD, PLLC CASH BALANCE PENSION PLAN
Plan identification number 002

DAVID W. TODD, DMD, MD, PLLC 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).
  • Money purchase (other than target benefit)
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Plan covering Self-Employed individuals.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

DAVID W. TODD, DMD, MD, PLLC has sponsored the creation of one or more 401k plans.

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID W. TODD, DMD, MD, PLLC CASH BALANCE PENSION PLAN

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
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01
0022007-01-01DAVID W. TOOD, DMD, MD

Financial Data on DAVID W. TODD, DMD, MD, PLLC CASH BALANCE PENSION PLAN

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 year2025-06-231854695
Net assets as of the end of the plan year2025-06-23895082
Total assets as of the beginning of the plan year2025-06-232188098
Value of plan covered by a fidelity bond2025-06-23350000
Other income to plan in this plan year2025-06-23261679
Plan net income in this plan year2025-06-23-1293016
Net assets as of the end of the plan year2025-06-23895082
Net assets as of the beginning of the plan year2025-06-232188098
Employer contributions to plan in this plan year2025-06-23300000
2024 : DAVID W. TODD, DMD, MD, PLLC CASH BALANCE PENSION PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-162085
Net assets as of the end of the plan year2024-09-162188098
Total assets as of the beginning of the plan year2024-09-161704258
Value of plan covered by a fidelity bond2024-09-16350000
Other income to plan in this plan year2024-09-16198896
Plan net income in this plan year2024-09-16483840
Net assets as of the end of the plan year2024-09-162188098
Net assets as of the beginning of the plan year2024-09-161704258
Employer contributions to plan in this plan year2024-09-16287029

Form 5500 Responses for DAVID W. TODD, DMD, MD, PLLC CASH BALANCE PENSION PLAN

2007: DAVID W. TODD, DMD, MD, PLLC CASH BALANCE PENSION PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedYes
2007-01-01This submission is the final filingYes
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement - TrustYes

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