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NEW MEXICO ENDODONTIC SPECIALISTS, P.C. CASH BALANCE PLAN 401k Plan overview

Plan NameNEW MEXICO ENDODONTIC SPECIALISTS, P.C. CASH BALANCE PLAN
Plan identification number 002

NEW MEXICO ENDODONTIC SPECIALISTS, P.C. CASH BALANCE 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).
  • 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

NEW MEXICO ENDODONTIC SPECIALISTS, P.C. has sponsored the creation of one or more 401k plans.

Company Name:NEW MEXICO ENDODONTIC SPECIALISTS, P.C.
Employer identification number (EIN):200725685
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEW MEXICO ENDODONTIC SPECIALISTS, P.C. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01STEPHEN JENKINS2024-09-03 STEPHEN JENKINS2024-09-03
0022022-01-01STEPHEN JENKINS2023-09-12 STEPHEN JENKINS2023-09-12
0022021-01-01STEPHEN JENKINS2022-10-14 STEPHEN JENKINS2022-10-14
0022020-01-01STEPHEN JENKINS2021-09-17 STEPHEN JENKINS2021-09-17
0022019-01-01STEPHEN JENKINS2020-07-28 STEPHEN JENKINS2020-07-28

Financial Data on NEW MEXICO ENDODONTIC SPECIALISTS, P.C. CASH BALANCE PLAN

Measure Date Value
2025 : NEW MEXICO ENDODONTIC SPECIALISTS, P.C. CASH BALANCE PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-08-050
Total liabilities as of the beginning of the plan year2025-08-050
Total expenses incurred by plan in this plan year2025-08-058340
Net assets as of the end of the plan year2025-08-051057021
Total assets as of the beginning of the plan year2025-08-05856996
Value of plan covered by a fidelity bond2025-08-05265000
Other income to plan in this plan year2025-08-0547472
Plan net income in this plan year2025-08-05200025
Net assets as of the end of the plan year2025-08-051057021
Net assets as of the beginning of the plan year2025-08-05856996
Employer contributions to plan in this plan year2025-08-05160893
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-058340
2024 : NEW MEXICO ENDODONTIC SPECIALISTS, P.C. CASH BALANCE PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-09-030
Total liabilities as of the beginning of the plan year2024-09-030
Total expenses incurred by plan in this plan year2024-09-039782
Net assets as of the end of the plan year2024-09-03856996
Total assets as of the beginning of the plan year2024-09-03636494
Value of plan covered by a fidelity bond2024-09-03265000
Other income to plan in this plan year2024-09-0362119
Plan net income in this plan year2024-09-03220502
Net assets as of the end of the plan year2024-09-03856996
Net assets as of the beginning of the plan year2024-09-03636494
Employer contributions to plan in this plan year2024-09-03168165
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-035844

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