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TWIN CITIES ORAL & MAXILLOFACIAL SURGERY, P.A. CASH BALANCE PLAN 401k Plan overview

Plan NameTWIN CITIES ORAL & MAXILLOFACIAL SURGERY, P.A. CASH BALANCE PLAN
Plan identification number 002

TWIN CITIES ORAL & MAXILLOFACIAL SURGERY, P.A. CASH BALANCE 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

TWIN CITIES ORAL & MAXILLOFACIAL SURGERY, PA has sponsored the creation of one or more 401k plans.

Company Name:TWIN CITIES ORAL & MAXILLOFACIAL SURGERY, PA
Employer identification number (EIN):411431535
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TWIN CITIES ORAL & MAXILLOFACIAL SURGERY, P.A. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01JASON JENNY, DDS2024-08-12
0022022-01-01JASON JENNY, DDS2023-09-26
0022021-01-01JASON JENNY, DDS2022-08-22
0022020-01-01JASON E. JENNY2021-09-22 JASON E. JENNY2021-09-22
0022019-01-01JASON E. JENNY2020-09-08 JASON E. JENNY2020-09-08
0022018-01-01JASON E. JENNY2019-09-25 JASON E. JENNY2019-09-25
0022017-01-01JASON E. JENNY2018-09-28 JASON E. JENNY2018-09-28
0022016-01-01JASON E. JENNY2017-10-09 JASON E. JENNY2017-10-09
0022015-01-01JASON E. JENNY2016-08-15 JASON E. JENNY2016-08-15
0022014-01-01JASON E. JENNY2015-09-21 JASON E. JENNY2015-09-21
0022013-01-01JASON E. JENNY2014-09-29 JASON E. JENNY2014-09-29
0022012-01-01JASON E. JENNY2013-10-06 JASON E. JENNY2013-10-06
0022011-01-01JASON E. JENNY2012-10-01 JASON E. JENNY2012-10-01
0022010-01-01JASON E. JENNY2011-10-12 JASON E. JENNY2011-10-12

Financial Data on TWIN CITIES ORAL & MAXILLOFACIAL SURGERY, P.A. CASH BALANCE PLAN

Measure Date Value
2025 : TWIN CITIES ORAL & MAXILLOFACIAL SURGERY, P.A. CASH BALANCE PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-10-080
Total liabilities as of the beginning of the plan year2025-10-080
Total expenses incurred by plan in this plan year2025-10-0835054
Net assets as of the end of the plan year2025-10-083805526
Total assets as of the beginning of the plan year2025-10-083295488
Value of plan covered by a fidelity bond2025-10-08500000
Participant contributions to plan in this plan year2025-10-080
Other expenses paid from plan in this plan year2025-10-080
Other contributions to plan in this plan year2025-10-080
Other income to plan in this plan year2025-10-08276961
Plan net income in this plan year2025-10-08510038
Net assets as of the end of the plan year2025-10-083805526
Net assets as of the beginning of the plan year2025-10-083295488
Employer contributions to plan in this plan year2025-10-08268131
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-0835054
2024 : TWIN CITIES ORAL & MAXILLOFACIAL SURGERY, P.A. CASH BALANCE PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-08-120
Total liabilities as of the beginning of the plan year2024-08-120
Total expenses incurred by plan in this plan year2024-08-1252343
Net assets as of the end of the plan year2024-08-123295488
Total assets as of the beginning of the plan year2024-08-122737476
Value of plan covered by a fidelity bond2024-08-12500000
Participant contributions to plan in this plan year2024-08-120
Other expenses paid from plan in this plan year2024-08-120
Other contributions to plan in this plan year2024-08-120
Other income to plan in this plan year2024-08-12326859
Plan net income in this plan year2024-08-12558012
Net assets as of the end of the plan year2024-08-123295488
Net assets as of the beginning of the plan year2024-08-122737476
Employer contributions to plan in this plan year2024-08-12283496
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-1228290
2022 : TWIN CITIES ORAL & MAXILLOFACIAL SURGERY, P.A. CASH BALANCE PLAN 2022 401k financial data
Total liabilities as of the end of the plan year2022-08-220
Total liabilities as of the beginning of the plan year2022-08-220
Total expenses incurred by plan in this plan year2022-08-2230793
Net assets as of the end of the plan year2022-08-223079305
Total assets as of the beginning of the plan year2022-08-222698016
Value of plan covered by a fidelity bond2022-08-22500000
Participant contributions to plan in this plan year2022-08-220
Other expenses paid from plan in this plan year2022-08-220
Other contributions to plan in this plan year2022-08-220
Other income to plan in this plan year2022-08-22239098
Plan net income in this plan year2022-08-22381289
Net assets as of the end of the plan year2022-08-223079305
Net assets as of the beginning of the plan year2022-08-222698016
Employer contributions to plan in this plan year2022-08-22172984
Expensese paid to adminstrative service provicers from plan in this plan year2022-08-2228243

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