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DANIEL J. DALEY, JR., D.D.S., P.C. CASH BALANCE PENSION PLAN 401k Plan overview

Plan NameDANIEL J. DALEY, JR., D.D.S., P.C. CASH BALANCE PENSION PLAN
Plan identification number 005

DANIEL J. DALEY, JR., D.D.S., P.C. CASH BALANCE PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • 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).
  • Plan covering Self-Employed individuals.

401k Sponsoring company profile

DANIEL J. DALEY, JR., D.D.S., P.C. has sponsored the creation of one or more 401k plans.

Company Name:DANIEL J. DALEY, JR., D.D.S., P.C.
Employer identification number (EIN):232109545
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DANIEL J. DALEY, JR., D.D.S., P.C. CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052023-01-01

Plan Statistics for DANIEL J. DALEY, JR., D.D.S., P.C. CASH BALANCE PENSION PLAN

401k plan membership statisitcs for DANIEL J. DALEY, JR., D.D.S., P.C. CASH BALANCE PENSION PLAN

Measure Date Value
2025: DANIEL J. DALEY, JR., D.D.S., P.C. CASH BALANCE PENSION PLAN 2025 401k membership
Total number of particpants at beginning of year2025-08-125
Total number of particpants at end of year2025-08-125
2024: DANIEL J. DALEY, JR., D.D.S., P.C. CASH BALANCE PENSION PLAN 2024 401k membership
Total number of particpants at beginning of year2024-09-064
Total number of particpants at end of year2024-09-065

Financial Data on DANIEL J. DALEY, JR., D.D.S., P.C. CASH BALANCE PENSION PLAN

Measure Date Value
2025 : DANIEL J. DALEY, JR., D.D.S., P.C. CASH BALANCE PENSION PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-08-120
Total liabilities as of the end of the plan year2025-08-120
Total liabilities as of the beginning of the plan year2025-08-120
Total expenses incurred by plan in this plan year2025-08-120
Net assets as of the end of the plan year2025-08-121841402
Total assets as of the beginning of the plan year2025-08-121202693
Value of plan covered by a fidelity bond2025-08-12500000
Participant contributions to plan in this plan year2025-08-120
Other expenses paid from plan in this plan year2025-08-120
Other contributions to plan in this plan year2025-08-120
Other income to plan in this plan year2025-08-12-6291
Plan net income in this plan year2025-08-12638709
Net assets as of the end of the plan year2025-08-121841402
Net assets as of the beginning of the plan year2025-08-121202693
Employer contributions to plan in this plan year2025-08-12645000
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-120
2024 : DANIEL J. DALEY, JR., D.D.S., P.C. CASH BALANCE PENSION PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-060
Total liabilities as of the end of the plan year2024-09-060
Total liabilities as of the beginning of the plan year2024-09-060
Total expenses incurred by plan in this plan year2024-09-060
Net assets as of the end of the plan year2024-09-061202693
Total assets as of the beginning of the plan year2024-09-06583000
Value of plan covered by a fidelity bond2024-09-06500000
Participant contributions to plan in this plan year2024-09-060
Other expenses paid from plan in this plan year2024-09-060
Other contributions to plan in this plan year2024-09-060
Other income to plan in this plan year2024-09-0631580
Plan net income in this plan year2024-09-06619693
Net assets as of the end of the plan year2024-09-061202693
Net assets as of the beginning of the plan year2024-09-06583000
Employer contributions to plan in this plan year2024-09-06588113
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-060

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