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THE CENTER FOR JAW & FACIAL SURGERY, P.C. CASH BALANCE PENSION PLAN & TRUST 401k Plan overview

Plan NameTHE CENTER FOR JAW & FACIAL SURGERY, P.C. CASH BALANCE PENSION PLAN & TRUST
Plan identification number 003

THE CENTER FOR JAW & FACIAL SURGERY, P.C. CASH BALANCE PENSION PLAN & TRUST 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).
  • 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

THE CENTER FOR JAW & FACIAL SURGERY, P.C. has sponsored the creation of one or more 401k plans.

Company Name:THE CENTER FOR JAW & FACIAL SURGERY, P.C.
Employer identification number (EIN):371379539
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE CENTER FOR JAW & FACIAL SURGERY, P.C. CASH BALANCE PENSION PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01JAY SWANSON2024-09-20
0032022-01-01JAY SWANSON2023-10-11
0032021-01-01JAY SWANSON2022-03-16
0032020-01-01JAY SWANSON2021-09-21
0032019-01-01JAY SWANSON2020-10-13
0032018-01-01JAY SWANSON2019-05-29
0032017-01-01JAY SWANSON2018-10-09
0032016-01-01JAY SWANSON2017-09-19
0032015-01-01JAY SWANSON2016-09-30
0032014-01-01JAY SWANSON2015-09-22
0032013-01-01JAY SWANSON2014-07-31
0032012-01-01JAY SWANSON2013-07-08
0032011-01-01JAY SWANSON2012-05-21
0032010-01-01JAY SWANSON2011-10-07

Financial Data on THE CENTER FOR JAW & FACIAL SURGERY, P.C. CASH BALANCE PENSION PLAN & TRUST

Measure Date Value
2025 : THE CENTER FOR JAW & FACIAL SURGERY, P.C. CASH BALANCE PENSION PLAN & TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-1122180
Net assets as of the end of the plan year2025-10-113055306
Total assets as of the beginning of the plan year2025-10-112612312
Other income to plan in this plan year2025-10-11282744
Plan net income in this plan year2025-10-11442994
Net assets as of the end of the plan year2025-10-113055306
Net assets as of the beginning of the plan year2025-10-112612312
Employer contributions to plan in this plan year2025-10-11182430
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-1120456
2024 : THE CENTER FOR JAW & FACIAL SURGERY, P.C. CASH BALANCE PENSION PLAN & TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-2316661
Net assets as of the end of the plan year2024-09-232612312
Total assets as of the beginning of the plan year2024-09-232027734
Other income to plan in this plan year2024-09-23316157
Plan net income in this plan year2024-09-23584578
Net assets as of the end of the plan year2024-09-232612312
Net assets as of the beginning of the plan year2024-09-232027734
Employer contributions to plan in this plan year2024-09-23285082
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-2316661
2022 : THE CENTER FOR JAW & FACIAL SURGERY, P.C. CASH BALANCE PENSION PLAN & TRUST 2022 401k financial data
Total liabilities as of the beginning of the plan year2022-03-16959
Total expenses incurred by plan in this plan year2022-03-1621043
Net assets as of the end of the plan year2022-03-162455676
Total assets as of the beginning of the plan year2022-03-162144556
Other income to plan in this plan year2022-03-16333122
Plan net income in this plan year2022-03-16312079
Net assets as of the end of the plan year2022-03-162455676
Net assets as of the beginning of the plan year2022-03-162143597
Expensese paid to adminstrative service provicers from plan in this plan year2022-03-1621043

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