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WEST SIDE KIDS DENTAL, PC CASH BALANCE PLAN 401k Plan overview

Plan NameWEST SIDE KIDS DENTAL, PC CASH BALANCE PLAN
Plan identification number 002

WEST SIDE KIDS DENTAL, PC CASH BALANCE 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).
  • 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

WEST SIDE KIDS DENTAL, PC has sponsored the creation of one or more 401k plans.

Company Name:WEST SIDE KIDS DENTAL, PC
Employer identification number (EIN):264250087
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WEST SIDE KIDS DENTAL, PC CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01DR. ROBERT GOLDSMITH D.D.S.2024-09-30
0022022-01-01DR. ROBERT GOLDSMITH D.D.S.2023-07-11
0022021-01-01DR. ROBERT GOLDSMITH D.D.S.2022-07-28
0022020-01-01
0022019-01-01

Financial Data on WEST SIDE KIDS DENTAL, PC CASH BALANCE PLAN

Measure Date Value
2025 : WEST SIDE KIDS DENTAL, PC CASH BALANCE PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-02-110
Total liabilities as of the end of the plan year2025-02-110
Total liabilities as of the beginning of the plan year2025-02-110
Total expenses incurred by plan in this plan year2025-02-1116631
Net assets as of the end of the plan year2025-02-111178726
Total assets as of the beginning of the plan year2025-02-111035630
Value of plan covered by a fidelity bond2025-02-11103563
Participant contributions to plan in this plan year2025-02-110
Other expenses paid from plan in this plan year2025-02-110
Other contributions to plan in this plan year2025-02-110
Other income to plan in this plan year2025-02-1186583
Plan net income in this plan year2025-02-11143096
Net assets as of the end of the plan year2025-02-111178726
Net assets as of the beginning of the plan year2025-02-111035630
Employer contributions to plan in this plan year2025-02-1173144
Expensese paid to adminstrative service provicers from plan in this plan year2025-02-1116631
2024 : WEST SIDE KIDS DENTAL, PC CASH BALANCE PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-300
Total liabilities as of the end of the plan year2024-09-300
Total liabilities as of the beginning of the plan year2024-09-300
Total expenses incurred by plan in this plan year2024-09-3015123
Net assets as of the end of the plan year2024-09-301035630
Total assets as of the beginning of the plan year2024-09-30784016
Value of plan covered by a fidelity bond2024-09-3078402
Participant contributions to plan in this plan year2024-09-300
Other expenses paid from plan in this plan year2024-09-300
Other contributions to plan in this plan year2024-09-300
Other income to plan in this plan year2024-09-3092737
Plan net income in this plan year2024-09-30251614
Net assets as of the end of the plan year2024-09-301035630
Net assets as of the beginning of the plan year2024-09-30784016
Employer contributions to plan in this plan year2024-09-30174000
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-3012368
2022 : WEST SIDE KIDS DENTAL, PC CASH BALANCE PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-280
Total liabilities as of the end of the plan year2022-07-280
Total liabilities as of the beginning of the plan year2022-07-280
Total expenses incurred by plan in this plan year2022-07-285734
Net assets as of the end of the plan year2022-07-28613655
Total assets as of the beginning of the plan year2022-07-28341056
Value of plan covered by a fidelity bond2022-07-2834106
Participant contributions to plan in this plan year2022-07-280
Other expenses paid from plan in this plan year2022-07-280
Other contributions to plan in this plan year2022-07-280
Other income to plan in this plan year2022-07-2827064
Plan net income in this plan year2022-07-28272599
Net assets as of the end of the plan year2022-07-28613655
Net assets as of the beginning of the plan year2022-07-28341056
Employer contributions to plan in this plan year2022-07-28251269
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-285734
2020 : WEST SIDE KIDS DENTAL, PC CASH BALANCE PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$235,327
Expenses. Total of all expenses incurred2020-12-31$2,028
Benefits paid (including direct rollovers)2020-12-31$0
Total plan assets at end of year2020-12-31$341,056
Total plan assets at beginning of year2020-12-31$107,757
Value of fidelity bond covering the plan2020-12-31$20,000
Total contributions received or receivable from participants2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$27,040
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$233,299
Net plan assets at end of year (total assets less liabilities)2020-12-31$341,056
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$107,757
Total contributions received or receivable from employer(s)2020-12-31$208,287
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$2,028
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : WEST SIDE KIDS DENTAL, PC CASH BALANCE PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$108,220
Expenses. Total of all expenses incurred2019-12-31$463
Benefits paid (including direct rollovers)2019-12-31$0
Total plan assets at end of year2019-12-31$107,757
Total plan assets at beginning of year2019-12-31$0
Value of fidelity bond covering the plan2019-12-31$20,000
Total contributions received or receivable from participants2019-12-31$0
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$4,125
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$107,757
Net plan assets at end of year (total assets less liabilities)2019-12-31$107,757
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$0
Total contributions received or receivable from employer(s)2019-12-31$104,095
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$463
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0

Form 5500 Responses for WEST SIDE KIDS DENTAL, PC CASH BALANCE PLAN

2020: WEST SIDE KIDS DENTAL, PC CASH BALANCE PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WEST SIDE KIDS DENTAL, PC CASH BALANCE PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01First time form 5500 has been submittedYes
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes

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