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| Plan Name | JAMES J. ECKERT, D.D.S. CASH BALANCE PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Benefit Pension |
| Plan Features/Benefits |
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| Company Name: | JAMES J. ECKERT, D.D.S. |
| Employer identification number (EIN): | 223274695 |
| NAIC Classification: | 621210 |
| NAIC Description: | Offices of Dentists |
| 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 | 2020-01-01 | ||||
| 002 | 2019-01-01 |
| Measure | Date | Value |
|---|---|---|
| 2022 : JAMES J. ECKERT, D.D.S. CASH BALANCE PLAN 2022 401k financial data | ||
| Total liabilities as of the beginning of the plan year | 2022-07-28 | 0 |
| Total expenses incurred by plan in this plan year | 2022-07-28 | 0 |
| Net assets as of the end of the plan year | 2022-07-28 | 796958 |
| Total assets as of the beginning of the plan year | 2022-07-28 | 502661 |
| Value of plan covered by a fidelity bond | 2022-07-28 | 200000 |
| Participant contributions to plan in this plan year | 2022-07-28 | 0 |
| Other expenses paid from plan in this plan year | 2022-07-28 | 0 |
| Other income to plan in this plan year | 2022-07-28 | 61297 |
| Plan net income in this plan year | 2022-07-28 | 294297 |
| Net assets as of the end of the plan year | 2022-07-28 | 796958 |
| Net assets as of the beginning of the plan year | 2022-07-28 | 502661 |
| Employer contributions to plan in this plan year | 2022-07-28 | 233000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-28 | 0 |
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