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ROBERT S. WALKER, D.D.S. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameROBERT S. WALKER, D.D.S. DEFINED BENEFIT PENSION PLAN
Plan identification number 002

ROBERT S. WALKER, D.D.S. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.
  • 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

ROBERT S. WALKER, D.D.S. has sponsored the creation of one or more 401k plans.

Company Name:ROBERT S. WALKER, D.D.S.
Employer identification number (EIN):200452131
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT S. WALKER, D.D.S. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01ROBERT WALKER2024-05-02
0022022-01-01ROBERT WALKER2023-10-11
0022021-01-01ROBERT WALKER2022-09-20
0022020-01-01ROBERT WALKER2021-10-15
0022019-01-01ROBERT WALKER2020-10-05
0022018-01-01ROBERT WALKER2019-10-14
0022017-01-01ROBERT WALKER2018-10-03
0022016-01-01ROBERT WALKER2017-10-12
0022015-01-01ROBERT WALKER2016-10-17
0022014-01-01ROBERT WALKER2015-10-14
0022013-01-01ROBERT WALKER2014-10-13

Financial Data on ROBERT S. WALKER, D.D.S. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2024 : ROBERT S. WALKER, D.D.S. DEFINED BENEFIT PENSION PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-02-112479
Total liabilities as of the end of the plan year2024-05-020
Total liabilities as of the beginning of the plan year2024-05-020
Total expenses incurred by plan in this plan year2024-05-021526515
Net assets as of the end of the plan year2024-05-020
Total assets as of the beginning of the plan year2024-05-021198060
Participant contributions to plan in this plan year2024-05-020
Other expenses paid from plan in this plan year2024-05-020
Other contributions to plan in this plan year2024-05-020
Other income to plan in this plan year2024-05-02419696
Plan net income in this plan year2024-05-02-1085581
Net assets as of the end of the plan year2024-05-020
Net assets as of the beginning of the plan year2024-05-021198060
Employer contributions to plan in this plan year2024-05-0221238
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-020

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