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CENTRAL TEXAS ORTHODONTICS CASH BALANCE PENSION PLAN 401k Plan overview

Plan NameCENTRAL TEXAS ORTHODONTICS CASH BALANCE PENSION PLAN
Plan identification number 002

CENTRAL TEXAS ORTHODONTICS CASH BALANCE PENSION 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).

401k Sponsoring company profile

SCOTT LAW ORTHO CORP, PC has sponsored the creation of one or more 401k plans.

Company Name:SCOTT LAW ORTHO CORP, PC
Employer identification number (EIN):270900161
NAIC Classification:321210

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CENTRAL TEXAS ORTHODONTICS CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022011-01-01SCOTT LAW

Plan Statistics for CENTRAL TEXAS ORTHODONTICS CASH BALANCE PENSION PLAN

401k plan membership statisitcs for CENTRAL TEXAS ORTHODONTICS CASH BALANCE PENSION PLAN

Measure Date Value
2011: CENTRAL TEXAS ORTHODONTICS CASH BALANCE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-019
Total number of active participants reported on line 7a of the Form 55002011-01-019
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-019
Number of participants with account balances2011-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on CENTRAL TEXAS ORTHODONTICS CASH BALANCE PENSION PLAN

Measure Date Value
2011 : CENTRAL TEXAS ORTHODONTICS CASH BALANCE PENSION PLAN 2011 401k financial data
Total income from all sources2011-12-31$48,034
Expenses. Total of all expenses incurred2011-12-31$0
Total plan assets at end of year2011-12-31$48,034
Net income (gross income less expenses)2011-12-31$48,034
Net plan assets at end of year (total assets less liabilities)2011-12-31$48,034
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$0
Total contributions received or receivable from employer(s)2011-12-31$48,034
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0

Form 5500 Responses for CENTRAL TEXAS ORTHODONTICS CASH BALANCE PENSION PLAN

2011: CENTRAL TEXAS ORTHODONTICS CASH BALANCE PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01First time form 5500 has been submittedYes
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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