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CASA GRANDE ORAL & MAXILLOFACIAL SURGERY CASH BALANCE PLAN 401k Plan overview

Plan NameCASA GRANDE ORAL & MAXILLOFACIAL SURGERY CASH BALANCE PLAN
Plan identification number 002

CASA GRANDE ORAL & MAXILLOFACIAL SURGERY CASH BALANCE PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • 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

CASA GRANDE ORAL & MAXILLOFACIAL SURGERY, P.C. has sponsored the creation of one or more 401k plans.

Company Name:CASA GRANDE ORAL & MAXILLOFACIAL SURGERY, P.C.
Employer identification number (EIN):208975956
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CASA GRANDE ORAL & MAXILLOFACIAL SURGERY CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01

Financial Data on CASA GRANDE ORAL & MAXILLOFACIAL SURGERY CASH BALANCE PLAN

Measure Date Value
2025 : CASA GRANDE ORAL & MAXILLOFACIAL SURGERY CASH BALANCE PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-180
Total liabilities as of the end of the plan year2025-07-180
Total liabilities as of the beginning of the plan year2025-07-180
Total expenses incurred by plan in this plan year2025-07-180
Net assets as of the end of the plan year2025-07-18228870
Total assets as of the beginning of the plan year2025-07-18169758
Participant contributions to plan in this plan year2025-07-180
Other expenses paid from plan in this plan year2025-07-180
Other contributions to plan in this plan year2025-07-180
Other income to plan in this plan year2025-07-188240
Plan net income in this plan year2025-07-1859112
Net assets as of the end of the plan year2025-07-18228870
Net assets as of the beginning of the plan year2025-07-18169758
Employer contributions to plan in this plan year2025-07-1850872
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-180
2024 : CASA GRANDE ORAL & MAXILLOFACIAL SURGERY CASH BALANCE PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-090
Total liabilities as of the end of the plan year2024-07-090
Total liabilities as of the beginning of the plan year2024-07-090
Total expenses incurred by plan in this plan year2024-07-090
Net assets as of the end of the plan year2024-07-09169758
Total assets as of the beginning of the plan year2024-07-0967388
Participant contributions to plan in this plan year2024-07-090
Other expenses paid from plan in this plan year2024-07-090
Other contributions to plan in this plan year2024-07-090
Other income to plan in this plan year2024-07-092370
Plan net income in this plan year2024-07-09102370
Net assets as of the end of the plan year2024-07-09169758
Net assets as of the beginning of the plan year2024-07-0967388
Employer contributions to plan in this plan year2024-07-09100000
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-090

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